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 | $9,601 | $63,949-85.0% | $129,031-92.6% | $94,015-89.8% |
| Participation rate | 75.0% | 63.4%+11.6pp | 73.4%+1.6pp | 70.8%+4.2pp |
| Annual return | 18.28% | 17.56%+0.7pp | 34.67%-16.4pp | 17.84%+0.4pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $3,226-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,561 | $3,686-57.6% | $5,217-70.1% | $4,249-63.3% |
| Admin fee / account holder | $1,993 | $5,523-63.9% | $13,208-84.9% | $8,951-77.7% |