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 | $6,757 | $102,385-93.4% | $147,080-95.4% | $80,935-91.7% |
| Participation rate | 80.6% | 75.9%+4.7pp | 82.2%-1.6pp | 67.7%+12.9pp |
| Annual return | -5.61% | 135.09%-140.7pp | 420.17%-425.8pp | 35.66%-41.3pp |
| Employer contribution / active EE | $1,536 | $3,717-58.7% | $4,933-68.9% | $2,757-44.3% |
| Participant deferral / active EE | $1,614 | $6,651-75.7% | $8,066-80.0% | $4,299-62.5% |
| Admin fee / account holder | $561 | $7,951-92.9% | $12,989-95.7% | $6,924-91.9% |