Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $4,601 | $150,447-96.9% | $136,298-96.6% | $147,586-96.9% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 50.24% | 1049.15%-998.9pp | 5156.27%-5106.0pp | 578.59%-528.4pp |
| Employer contribution / active EE | $1,252 | $5,256-76.2% | $4,696-73.3% | $4,876-74.3% |
| Participant deferral / active EE | $2,041 | $6,631-69.2% | $6,247-67.3% | $5,439-62.5% |
| Admin fee / account holder | $593 | $10,906-94.6% | $9,244-93.6% | $10,886-94.6% |