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 | $777 | $108,882-99.3% | $96,754-99.2% | $154,746-99.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 25.20% | 98.39%-73.2pp | 82.04%-56.8pp | 172.34%-147.1pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,714 | $5,323-67.8% | $4,758-64.0% | $6,730-74.5% |
| Admin fee / account holder | $686 | $10,200-93.3% | $8,905-92.3% | $14,365-95.2% |