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 | $2,813 | $77,814-96.4% | $158,223-98.2% | $86,983-96.8% |
| Participation rate | 78.6% | 68.4%+10.2pp | 79.2%-0.6pp | 69.5%+9.0pp |
| Annual return | 32.97% | 30.54%+2.4pp | 52.09%-19.1pp | 25.83%+7.1pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,147 | $3,270-34.3% | $5,467-60.7% | $4,194-48.8% |
| Admin fee / account holder | $325 | $5,879-94.5% | $16,047-98.0% | $7,856-95.9% |