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 | $4,028 | $227,291-98.2% | $214,702-98.1% | $155,188-97.4% |
| Participation rate | 71.4% | 88.0%-16.5pp | 87.5%-16.0pp | 80.8%-9.4pp |
| Annual return | 0.00% | 60.08%-60.1pp | 54.55%-54.6pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,419 | $9,582-64.3% | $9,147-62.6% | $6,531-47.7% |
| Admin fee / account holder | $998 | $20,413-95.1% | $19,830-95.0% | $14,480-93.1% |