Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $559 | $67,823-99.2% | $52,425-98.9% | $137,256-99.6% |
| Participation rate | 85.7% | 63.9%+21.8pp | 55.6%+30.1pp | 80.0%+5.8pp |
| Annual return | 10.30% | 219.11%-208.8pp | 302.12%-291.8pp | 220.34%-210.0pp |
| Employer contribution / active EE | $166 | $1,163-85.8% | $914-81.9% | $4,156-96.0% |
| Participant deferral / active EE | $76 | $2,288-96.7% | $1,790-95.8% | $6,407-98.8% |
| Admin fee / account holder | $599 | $2,844-79.0% | $2,495-76.0% | $12,270-95.1% |