Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $3,028 | $185,883-98.4% | $170,043-98.2% | $139,466-97.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.49% | 60.54%-40.1pp | 53.40%-32.9pp | 373.66%-353.2pp |
| Employer contribution / active EE | $1,950 | $7,596-74.3% | $6,790-71.3% | $4,754-59.0% |
| Participant deferral / active EE | $1,932 | $11,626-83.4% | $10,410-81.4% | $6,712-71.2% |
| Admin fee / account holder | $781 | $15,393-94.9% | $12,824-93.9% | $11,409-93.2% |