Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,253 | $68,398-83.5% | $94,664-88.1% | $75,173-85.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 20.44% | 616.72%-596.3pp | 156.84%-136.4pp | 160.72%-140.3pp |
| Employer contribution / active EE | $2,046 | $2,701-24.3% | $3,673-44.3% | $2,671-23.4% |
| Participant deferral / active EE | $2,259 | $6,537-65.4% | $7,417-69.5% | $4,126-45.2% |
| Admin fee / account holder | $1,507 | $5,324-71.7% | $7,222-79.1% | $5,651-73.3% |