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.
Employer 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 | $24,141 | $101,653-76.3% | $147,080-83.6% | $74,459-67.6% |
| Participation rate | 90.6% | 75.6%+15.0pp | 82.2%+8.4pp | 67.2%+23.3pp |
| Annual return | 45.84% | 8754.98%-8709.1pp | 420.17%-374.3pp | 1369.70%-1323.9pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $10,038 | $7,304+37.4% | $8,066+24.4% | $4,350+130.8% |
| Admin fee / account holder | $2,047 | $1,752+16.9% | $12,989-84.2% | $1,945+5.3% |