Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $874 | $70,121-98.8% | $63,803-98.6% | $138,895-99.4% |
| Participation rate | 75.0% | 77.2%-2.2pp | 72.7%+2.3pp | 79.9%-4.9pp |
| Annual return | 19.53% | 946.48%-926.9pp | 543.72%-524.2pp | 145.39%-125.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $802 | $4,535-82.3% | $3,843-79.1% | $6,396-87.5% |
| Admin fee / account holder | $1,001 | $6,738-85.1% | $5,196-80.7% | $12,562-92.0% |