Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Employer 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 | $9,989 | $208,088-95.2% | $186,193-94.6% | $154,746-93.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 25.92% | 89.97%-64.1pp | 78.03%-52.1pp | 172.34%-146.4pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,395 | $7,078-23.8% | $6,513-17.2% | $6,730-19.8% |
| Admin fee / account holder | $927 | $11,698-92.1% | $11,058-91.6% | $14,365-93.5% |