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 | $1,357 | $102,595-98.7% | $94,057-98.6% | $154,746-99.1% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 80.7%+1.1pp |
| Annual return | 22.14% | 583.42%-561.3pp | 480.62%-458.5pp | 172.34%-150.2pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,492 | $5,118-70.8% | $4,709-68.3% | $6,730-77.8% |
| Admin fee / account holder | $1,292 | $7,736-83.3% | $7,244-82.2% | $14,365-91.0% |