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 | $5,127 | $160,040-96.8% | $147,096-96.5% | $145,877-96.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.75% | 98.49%-90.7pp | 419.75%-412.0pp | 551.28%-543.5pp |
| Employer contribution / active EE | $555 | $5,289-89.5% | $4,936-88.8% | $4,663-88.1% |
| Participant deferral / active EE | $5,786 | $8,429-31.4% | $8,071-28.3% | $6,691-13.5% |
| Admin fee / account holder | $14,538 | $15,050-3.4% | $13,005+11.8% | $13,402+8.5% |