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.)
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 | $4,694 | $156,398-97.0% | $147,318-96.8% | $138,895-96.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 0.00% | 78.75%-78.7pp | 70.43%-70.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $2,624 | $4,853-45.9% | $4,593-42.9% | $4,194-37.4% |
| Participant deferral / active EE | $2,321 | $8,237-71.8% | $7,906-70.6% | $6,396-63.7% |
| Admin fee / account holder | $411 | $14,976-97.3% | $13,708-97.0% | $12,562-96.7% |