Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,651 | $180,459-96.3% | $154,108-95.7% | $135,380-95.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 9.85% | 888.21%-878.4pp | 735.21%-725.4pp | 519.81%-510.0pp |
| Employer contribution / active EE | $1,455 | $6,035-75.9% | $5,298-72.5% | $4,779-69.6% |
| Participant deferral / active EE | $1,385 | $5,806-76.2% | $5,081-72.7% | $5,609-75.3% |
| Admin fee / account holder | $37,407 | $16,145+131.7% | $13,411+178.9% | $10,828+245.5% |