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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $169 | $93,345-99.8% | $119,126-99.9% | $87,485-99.8% |
| Participation rate | 84.4% | 68.7%+15.7pp | 75.8%+8.7pp | 68.9%+15.5pp |
| Annual return | -133.10% | 19.08%-152.2pp | 282.11%-415.2pp | 26.06%-159.2pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,636 | $4,099-11.3% | $5,318-31.6% | $4,274-14.9% |
| Admin fee / account holder | $2,033 | $8,039-74.7% | $10,693-81.0% | $7,775-73.9% |