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 | $7,138 | $110,337-93.5% | $102,383-93.0% | $145,877-95.1% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | -13.67% | 24.83%-38.5pp | 24.94%-38.6pp | 551.28%-565.0pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,545 | $5,621-54.7% | $5,060-49.7% | $6,691-62.0% |
| Admin fee / account holder | $1,598 | $9,750-83.6% | $8,391-81.0% | $13,402-88.1% |