Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $1,711 | $197,637-99.1% | $177,848-99.0% | $158,982-98.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 61.91% | 58.77%+3.1pp | 48.33%+13.6pp | 302.99%-241.1pp |
| Employer contribution / active EE | $1,756 | $6,698-73.8% | $5,919-70.3% | $4,763-63.1% |
| Participant deferral / active EE | $2,816 | $8,405-66.5% | $7,714-63.5% | $5,983-52.9% |
| Admin fee / account holder | $3,384 | $15,406-78.0% | $12,431-72.8% | $11,252-69.9% |