Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Participant 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 | $1,410 | $87,166-98.4% | $76,735-98.2% | $137,256-99.0% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.5%+10.5pp | 80.0%0pp |
| Annual return | -14.88% | 26.50%-41.4pp | 29.77%-44.6pp | 220.34%-235.2pp |
| Employer contribution / active EE | $882 | $2,904-69.6% | $2,454-64.1% | $4,156-78.8% |
| Participant deferral / active EE | $1,004 | $4,726-78.8% | $4,088-75.4% | $6,407-84.3% |
| Admin fee / account holder | $1,656 | $8,403-80.3% | $7,189-77.0% | $12,270-86.5% |