Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,867 | $57,330-89.8% | $86,656-93.2% | $75,177-92.2% |
| Participation rate | 98.0% | 63.2%+34.8pp | 71.7%+26.3pp | 67.2%+30.8pp |
| Annual return | 30.38% | 2675.40%-2645.0pp | 593.09%-562.7pp | 160.75%-130.4pp |
| Employer contribution / active EE | $819 | $2,316-64.6% | $3,025-72.9% | $2,671-69.3% |
| Participant deferral / active EE | $820 | $3,320-75.3% | $4,439-81.5% | $4,126-80.1% |
| Admin fee / account holder | $524 | $4,115-87.3% | $5,619-90.7% | $5,651-90.7% |