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 | $3,063 | $93,345-96.7% | $119,126-97.4% | $87,485-96.5% |
| Participation rate | 77.6% | 68.7%+8.9pp | 75.8%+1.9pp | 68.9%+8.7pp |
| Annual return | 26.09% | 19.08%+7.0pp | 282.11%-256.0pp | 26.06%0pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,796 | $4,099-56.2% | $5,318-66.2% | $4,274-58.0% |
| Admin fee / account holder | $551 | $8,039-93.1% | $10,693-94.8% | $7,775-92.9% |