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 | $2,687 | $102,382-97.4% | $147,005-98.2% | $80,874-96.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.38% | 134.89%-118.5pp | 418.76%-402.4pp | 35.62%-19.2pp |
| Employer contribution / active EE | $1,312 | $3,715-64.7% | $4,934-73.4% | $2,756-52.4% |
| Participant deferral / active EE | $1,069 | $6,646-83.9% | $8,070-86.7% | $4,297-75.1% |
| Admin fee / account holder | $312 | $7,942-96.1% | $13,006-97.6% | $6,935-95.5% |