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 | $849 | $45,119-98.1% | $85,126-99.0% | $74,429-98.9% |
| Participation rate | 83.5% | 49.4%+34.1pp | 67.5%+16.0pp | 67.2%+16.3pp |
| Annual return | 14.14% | 26.28%-12.1pp | 66.63%-52.5pp | 1368.38%-1354.2pp |
| Employer contribution / active EE | $260 | $1,460-82.2% | $2,731-90.5% | $2,625-90.1% |
| Participant deferral / active EE | $528 | $2,738-80.7% | $4,523-88.3% | $4,348-87.9% |
| Admin fee / account holder | $431 | $2,214-80.5% | $6,160-93.0% | $1,944-77.8% |