Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $6,870 | $109,872-93.7% | $98,483-93.0% | $167,536-95.9% |
| Participation rate | 95.2% | 75.8%+19.4pp | 73.3%+21.9pp | 82.1%+13.1pp |
| Annual return | 13.79% | 1959.31%-1945.5pp | 1494.38%-1480.6pp | 478.82%-465.0pp |
| Employer contribution / active EE | $2,002 | $3,225-37.9% | $2,961-32.4% | $4,839-58.6% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,160 | $6,757-82.8% | $5,953-80.5% | $12,315-90.6% |