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 | $2,038 | $58,848-96.5% | $88,179-97.7% | $82,637-97.5% |
| Participation rate | 88.0% | 57.9%+30.1pp | 69.1%+18.9pp | 68.1%+19.9pp |
| Annual return | 0.00% | 22.76%-22.8pp | 64.97%-65.0pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,454 | $3,124-21.4% | $4,614-46.8% | $4,126-40.5% |
| Admin fee / account holder | $305 | $4,795-93.6% | $7,673-96.0% | $7,339-95.8% |