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 | $21,051 | $160,059-86.8% | $140,019-85.0% | $135,380-84.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.27% | 911.48%-916.7pp | 651.17%-656.4pp | 519.81%-525.1pp |
| Employer contribution / active EE | $2,929 | $6,420-54.4% | $5,605-47.8% | $4,779-38.7% |
| Participant deferral / active EE | $1,657 | $7,641-78.3% | $6,927-76.1% | $5,609-70.5% |
| Admin fee / account holder | $631 | $13,328-95.3% | $10,705-94.1% | $10,828-94.2% |