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 | $331 | $108,922-99.7% | $100,398-99.7% | $145,978-99.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.74% | 58.04%-47.3pp | 49.32%-38.6pp | 550.52%-539.8pp |
| Employer contribution / active EE | $617 | $4,426-86.1% | $3,946-84.4% | $4,662-86.8% |
| Participant deferral / active EE | $737 | $8,450-91.3% | $8,084-90.9% | $6,690-89.0% |
| Admin fee / account holder | $2,190 | $9,680-77.4% | $7,893-72.3% | $13,400-83.7% |