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 | $16,433 | $209,874-92.2% | $189,537-91.3% | $167,536-90.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.76% | 748.61%-731.9pp | 555.34%-538.6pp | 478.82%-462.1pp |
| Employer contribution / active EE | $3,371 | $6,913-51.2% | $6,161-45.3% | $4,839-30.3% |
| Participant deferral / active EE | $3,371 | $8,934-62.3% | $8,220-59.0% | $6,342-46.9% |
| Admin fee / account holder | $9,392 | $14,299-34.3% | $12,048-22.1% | $12,315-23.7% |