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 | $4,053 | $154,228-97.4% | $145,433-97.2% | $137,256-97.0% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 45.98% | 74.59%-28.6pp | 66.58%-20.6pp | 220.34%-174.4pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,432 | $8,216-33.9% | $7,897-31.2% | $6,407-15.2% |
| Admin fee / account holder | $2,387 | $14,344-83.4% | $13,129-81.8% | $12,270-80.5% |