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 | $8,210 | $123,898-93.4% | $116,538-93.0% | $155,188-94.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.8%+19.2pp |
| Annual return | 30.04% | 16.04%+14.0pp | 17.97%+12.1pp | 148.84%-118.8pp |
| Employer contribution / active EE | $0 | $4,739-100.0% | $4,541-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $18,175 | $6,400+184.0% | $6,207+192.8% | $6,531+178.3% |
| Admin fee / account holder | $12,408 | $9,174+35.2% | $8,737+42.0% | $14,480-14.3% |