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 | $6,484 | $100,970-93.6% | $96,576-93.3% | $137,256-95.3% |
| Participation rate | 92.9% | 82.6%+10.2pp | 81.4%+11.4pp | 80.0%+12.9pp |
| Annual return | 31.30% | 38.16%-6.9pp | 38.47%-7.2pp | 220.34%-189.0pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,528 | $8,286-33.3% | $7,956-30.5% | $6,407-13.7% |
| Admin fee / account holder | $1,410 | $11,312-87.5% | $11,381-87.6% | $12,270-88.5% |