Sign up free to preview peer percentile detail
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,536 | $86,949-89.0% | $102,460-90.7% | $80,959-88.2% |
| Participation rate | 95.2% | 72.4%+22.9pp | 76.5%+18.7pp | 67.7%+27.6pp |
| Annual return | -138.43% | 18.89%-157.3pp | 29.47%-167.9pp | 35.67%-174.1pp |
| Employer contribution / active EE | $15,381 | $2,370+549.1% | $3,025+408.4% | $2,757+457.8% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $14,461 | $8,048+79.7% | $9,460+52.9% | $6,925+108.8% |