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 | $12,131 | $89,515-86.4% | $103,065-88.2% | $80,959-85.0% |
| Participation rate | 75.0% | 76.0%-1.0pp | 80.6%-5.6pp | 67.7%+7.3pp |
| Annual return | 0.00% | 22.82%-22.8pp | 23.95%-24.0pp | 35.67%-35.7pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,499 | $5,463+37.3% | $6,625+13.2% | $4,300+74.4% |
| Admin fee / account holder | $835 | $6,527-87.2% | $9,349-91.1% | $6,925-87.9% |