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 | $20,765 | $171,867-87.9% | $149,721-86.1% | $147,586-85.9% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 15.83% | 2113.36%-2097.5pp | 1501.67%-1485.8pp | 578.59%-562.8pp |
| Employer contribution / active EE | $3,273 | $6,275-47.8% | $5,444-39.9% | $4,876-32.9% |
| Participant deferral / active EE | $1,340 | $7,270-81.6% | $6,568-79.6% | $5,439-75.4% |
| Admin fee / account holder | $6,967 | $13,799-49.5% | $11,282-38.2% | $10,886-36.0% |