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 | $2,765 | $102,663-97.3% | $86,216-96.8% | $139,466-98.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 20.08% | 1924.52%-1904.4pp | 1169.42%-1149.3pp | 373.66%-353.6pp |
| Employer contribution / active EE | $987 | $3,035-67.5% | $2,382-58.5% | $4,754-79.2% |
| Participant deferral / active EE | $1,040 | $4,677-77.8% | $3,986-73.9% | $6,712-84.5% |
| Admin fee / account holder | $344 | $8,663-96.0% | $6,853-95.0% | $11,409-97.0% |