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 | $7,307 | $212,386-96.6% | $199,883-96.3% | $138,895-94.7% |
| Participation rate | 83.3% | 87.4%-4.0pp | 86.8%-3.4pp | 79.9%+3.4pp |
| Annual return | 21.53% | 47.75%-26.2pp | 43.81%-22.3pp | 145.39%-123.9pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,580 | $9,617-62.8% | $9,138-60.8% | $6,396-44.0% |
| Admin fee / account holder | $6,306 | $18,233-65.4% | $17,268-63.5% | $12,562-49.8% |