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.
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 | $12,817 | $98,760-87.0% | $149,715-91.4% | $79,858-84.0% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.5%-12.5pp | 69.6%+0.4pp |
| Annual return | 95.55% | 27.43%+68.1pp | 276.66%-181.1pp | 31.72%+63.8pp |
| Employer contribution / active EE | $1,693 | $3,217-47.4% | $4,645-63.5% | $2,471-31.5% |
| Participant deferral / active EE | $2,189 | $5,681-61.5% | $6,842-68.0% | $3,740-41.5% |
| Admin fee / account holder | $647 | $6,053-89.3% | $9,310-93.0% | $5,306-87.8% |