Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $824 | $109,411-99.2% | $89,435-99.1% | $158,982-99.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 17.11% | 345.68%-328.6pp | 245.55%-228.4pp | 302.99%-285.9pp |
| Employer contribution / active EE | $410 | $3,173-87.1% | $2,587-84.2% | $4,763-91.4% |
| Participant deferral / active EE | $440 | $4,600-90.4% | $3,890-88.7% | $5,983-92.6% |
| Admin fee / account holder | $340 | $6,159-94.5% | $4,884-93.0% | $11,252-97.0% |