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 | $960 | $84,570-98.9% | $85,946-98.9% | $155,188-99.4% |
| Participation rate | 88.9% | 78.8%+10.1pp | 77.2%+11.7pp | 80.8%+8.1pp |
| Annual return | 0.00% | 35.96%-36.0pp | 31.33%-31.3pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $4,651-100.0% | $4,539-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,747 | $5,847-70.1% | $5,465-68.0% | $6,531-73.2% |
| Admin fee / account holder | $723 | $12,225-94.1% | $11,250-93.6% | $14,480-95.0% |