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 | $8,277 | $154,228-94.6% | $145,433-94.3% | $137,256-94.0% |
| Participation rate | 82.6% | 83.8%-1.2pp | 82.1%+0.5pp | 80.0%+2.6pp |
| Annual return | 32.51% | 74.59%-42.1pp | 66.58%-34.1pp | 220.34%-187.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,841 | $8,216-28.9% | $7,897-26.0% | $6,407-8.8% |
| Admin fee / account holder | $1,054 | $14,344-92.7% | $13,129-92.0% | $12,270-91.4% |