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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,907 | $208,088-98.6% | $186,193-98.4% | $154,746-98.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | -20.02% | 89.97%-110.0pp | 78.03%-98.1pp | 172.34%-192.4pp |
| Employer contribution / active EE | $1,799 | $4,340-58.6% | $3,918-54.1% | $4,379-58.9% |
| Participant deferral / active EE | $90 | $7,078-98.7% | $6,513-98.6% | $6,730-98.7% |
| Admin fee / account holder | $560 | $11,698-95.2% | $11,058-94.9% | $14,365-96.1% |