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.)
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 | $15,892 | $156,398-89.8% | $147,318-89.2% | $138,895-88.6% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 79.9%+9.6pp |
| Annual return | 10.54% | 78.75%-68.2pp | 70.43%-59.9pp | 145.39%-134.8pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,970 | $8,237+8.9% | $7,906+13.4% | $6,396+40.2% |
| Admin fee / account holder | $1,048 | $14,976-93.0% | $13,708-92.4% | $12,562-91.7% |