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 | $14,000 | $102,393-86.3% | $147,041-90.5% | $80,911-82.7% |
| Participation rate | 89.7% | 75.9%+13.8pp | 82.2%+7.5pp | 67.6%+22.0pp |
| Annual return | 26.08% | 134.95%-108.9pp | 419.21%-393.1pp | 35.63%-9.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,364 | $6,647+25.8% | $8,071+3.6% | $4,297+94.6% |
| Admin fee / account holder | $2,117 | $7,943-73.4% | $13,006-83.7% | $6,935-69.5% |