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 | $6,636 | $100,041-93.4% | $149,718-95.6% | $70,131-90.5% |
| Participation rate | 95.5% | 83.6%+11.9pp | 87.1%+8.4pp | 69.5%+25.9pp |
| Annual return | 23.08% | 27.43%-4.4pp | 1501.67%-1478.6pp | 73.14%-50.1pp |
| Employer contribution / active EE | $1,332 | $3,662-63.6% | $5,445-75.5% | $2,342-43.1% |
| Participant deferral / active EE | $1,718 | $4,983-65.5% | $6,569-73.8% | $3,332-48.4% |
| Admin fee / account holder | $451 | $8,286-94.6% | $11,283-96.0% | $4,645-90.3% |