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 | $16,967 | $212,386-92.0% | $199,883-91.5% | $138,895-87.8% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.8%-1.1pp | 79.9%+5.8pp |
| Annual return | 31.82% | 47.75%-15.9pp | 43.81%-12.0pp | 145.39%-113.6pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,344 | $9,617+7.6% | $9,138+13.2% | $6,396+61.7% |
| Admin fee / account holder | $1,274 | $18,233-93.0% | $17,268-92.6% | $12,562-89.9% |