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 | $3,917 | $70,121-94.4% | $63,803-93.9% | $138,895-97.2% |
| Participation rate | 76.9% | 77.2%-0.3pp | 72.7%+4.2pp | 79.9%-3.0pp |
| Annual return | 29.55% | 946.48%-916.9pp | 543.72%-514.2pp | 145.39%-115.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,914 | $4,535-35.8% | $3,843-24.2% | $6,396-54.4% |
| Admin fee / account holder | $831 | $6,738-87.7% | $5,196-84.0% | $12,562-93.4% |