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 | $3,217 | $185,312-98.3% | $161,489-98.0% | $154,746-97.9% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 28.59% | 103.84%-75.3pp | 89.72%-61.1pp | 172.34%-143.8pp |
| Employer contribution / active EE | $994 | $4,769-79.2% | $4,268-76.7% | $4,379-77.3% |
| Participant deferral / active EE | $576 | $6,350-90.9% | $5,630-89.8% | $6,730-91.4% |
| Admin fee / account holder | $1,168 | $18,654-93.7% | $16,006-92.7% | $14,365-91.9% |