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 | $7,778 | $160,040-95.1% | $147,096-94.7% | $145,877-94.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.60% | 98.49%-80.9pp | 419.75%-402.1pp | 551.28%-533.7pp |
| Employer contribution / active EE | $1,805 | $5,289-65.9% | $4,936-63.4% | $4,663-61.3% |
| Participant deferral / active EE | $2,224 | $8,429-73.6% | $8,071-72.5% | $6,691-66.8% |
| Admin fee / account holder | $608 | $15,050-96.0% | $13,005-95.3% | $13,402-95.5% |