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 | $20,097 | $165,381-87.8% | $149,730-86.6% | $158,966-87.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 58.91% | 348.29%-289.4pp | 276.70%-217.8pp | 302.95%-244.0pp |
| Employer contribution / active EE | $1,203 | $5,104-76.4% | $4,645-74.1% | $4,762-74.7% |
| Participant deferral / active EE | $2,051 | $7,182-71.4% | $6,843-70.0% | $5,983-65.7% |
| Admin fee / account holder | $368 | $10,809-96.6% | $9,310-96.1% | $11,250-96.7% |