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 | $8,578 | $125,237-93.2% | $105,608-91.9% | $145,877-94.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | -9.20% | 225.76%-235.0pp | 116.50%-125.7pp | 551.28%-560.5pp |
| Employer contribution / active EE | $968 | $3,720-74.0% | $3,167-69.4% | $4,663-79.2% |
| Participant deferral / active EE | $968 | $5,711-83.0% | $5,010-80.7% | $6,691-85.5% |
| Admin fee / account holder | $1,500 | $17,287-91.3% | $11,028-86.4% | $13,402-88.8% |