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 | $11,898 | $102,382-88.4% | $147,005-91.9% | $80,874-85.3% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 38.14% | 134.89%-96.8pp | 418.76%-380.6pp | 35.62%+2.5pp |
| Employer contribution / active EE | $1,010 | $3,715-72.8% | $4,934-79.5% | $2,756-63.3% |
| Participant deferral / active EE | $2,595 | $6,646-61.0% | $8,070-67.8% | $4,297-39.6% |
| Admin fee / account holder | $2,016 | $7,942-74.6% | $13,006-84.5% | $6,935-70.9% |