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 | $2,186 | $80,812-97.3% | $160,784-98.6% | $82,448-97.3% |
| Participation rate | 86.8% | 66.2%+20.6pp | 77.0%+9.8pp | 68.1%+18.7pp |
| Annual return | 24.57% | 100.59%-76.0pp | 1803.92%-1779.4pp | 41.64%-17.1pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,152 | $4,335-50.4% | $6,293-65.8% | $4,139-48.0% |
| Admin fee / account holder | $1,099 | $7,695-85.7% | $9,717-88.7% | $7,234-84.8% |