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 | $17,214 | $136,860-87.4% | $120,344-85.7% | $154,746-88.9% |
| Participation rate | 73.7% | 79.9%-6.2pp | 76.7%-3.0pp | 80.7%-7.0pp |
| Annual return | 37.99% | 21.38%+16.6pp | 20.30%+17.7pp | 172.34%-134.3pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,150 | $5,793+57.9% | $5,135+78.2% | $6,730+35.9% |
| Admin fee / account holder | $1,659 | $15,393-89.2% | $12,742-87.0% | $14,365-88.5% |