Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,537 | $165,381-97.9% | $149,730-97.6% | $158,966-97.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 66.37% | 348.29%-281.9pp | 276.70%-210.3pp | 302.95%-236.6pp |
| Employer contribution / active EE | $1,219 | $5,104-76.1% | $4,645-73.8% | $4,762-74.4% |
| Participant deferral / active EE | $1,984 | $7,182-72.4% | $6,843-71.0% | $5,983-66.8% |
| Admin fee / account holder | $480 | $10,809-95.6% | $9,310-94.8% | $11,250-95.7% |