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.
Employer 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 | $239 | $123,859-99.8% | $69,632-99.7% | $145,897-99.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 315.95% | 192.49%+123.5pp | 101.32%+214.6pp | 552.29%-236.3pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,708-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,500 | $4,242+218.2% | $2,889+367.3% | $6,689+101.8% |
| Admin fee / account holder | $257,569 | $7,817+3194.8% | $4,695+5385.5% | $13,390+1823.5% |