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 | $9,616 | $106,524-91.0% | $152,301-93.7% | $87,485-89.0% |
| Participation rate | 94.9% | 75.8%+19.1pp | 82.4%+12.4pp | 68.9%+25.9pp |
| Annual return | 34.80% | 26.89%+7.9pp | 80.50%-45.7pp | 26.06%+8.7pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,053 | $6,525-7.2% | $8,004-24.4% | $4,274+41.6% |
| Admin fee / account holder | $871 | $8,287-89.5% | $14,398-94.0% | $7,775-88.8% |