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 | $11,662 | $150,447-92.2% | $136,298-91.4% | $147,586-92.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.71% | 1049.15%-1030.4pp | 5156.27%-5137.6pp | 578.59%-559.9pp |
| Employer contribution / active EE | $2,148 | $5,256-59.1% | $4,696-54.2% | $4,876-55.9% |
| Participant deferral / active EE | $2,068 | $6,631-68.8% | $6,247-66.9% | $5,439-62.0% |
| Admin fee / account holder | $673 | $10,906-93.8% | $9,244-92.7% | $10,886-93.8% |