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 | $23,847 | $102,422-76.7% | $147,117-83.8% | $80,959-70.5% |
| Participation rate | 79.2% | 75.9%+3.4pp | 82.2%-2.9pp | 67.7%+11.6pp |
| Annual return | 15.99% | 135.16%-119.2pp | 420.54%-404.5pp | 35.67%-19.7pp |
| Employer contribution / active EE | $1,355 | $3,717-63.6% | $4,932-72.5% | $2,757-50.9% |
| Participant deferral / active EE | $2,526 | $6,652-62.0% | $8,065-68.7% | $4,300-41.3% |
| Admin fee / account holder | $310 | $7,953-96.1% | $12,993-97.6% | $6,925-95.5% |