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 | $2,096 | $73,421-97.1% | $66,439-96.8% | $155,188-98.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 29.50% | 1382.37%-1352.9pp | 757.66%-728.2pp | 148.84%-119.3pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,838 | $4,680-60.7% | $3,876-52.6% | $6,531-71.9% |
| Admin fee / account holder | $398 | $8,856-95.5% | $6,173-93.6% | $14,480-97.3% |