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 | $1,481 | $58,311-97.5% | $81,882-98.2% | $80,959-98.2% |
| Participation rate | 96.0% | 63.5%+32.5pp | 72.4%+23.6pp | 67.7%+28.3pp |
| Annual return | 85.03% | 41.85%+43.2pp | 779.47%-694.4pp | 35.67%+49.4pp |
| Employer contribution / active EE | $397 | $2,347-83.1% | $2,916-86.4% | $2,757-85.6% |
| Participant deferral / active EE | $608 | $3,287-81.5% | $4,323-85.9% | $4,300-85.9% |
| Admin fee / account holder | $1,160 | $4,752-75.6% | $7,360-84.2% | $6,925-83.2% |