Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $466 | $67,823-99.3% | $52,425-99.1% | $137,256-99.7% |
| Participation rate | 90.0% | 63.9%+26.1pp | 55.6%+34.4pp | 80.0%+10.0pp |
| Annual return | 7.59% | 219.11%-211.5pp | 302.12%-294.5pp | 220.34%-212.7pp |
| Employer contribution / active EE | $85 | $1,163-92.7% | $914-90.8% | $4,156-98.0% |
| Participant deferral / active EE | $175 | $2,288-92.4% | $1,790-90.2% | $6,407-97.3% |
| Admin fee / account holder | $508 | $2,844-82.1% | $2,495-79.6% | $12,270-95.9% |