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 | $13,933 | $78,520-82.3% | $96,576-85.6% | $82,448-83.1% |
| Participation rate | 83.9% | 77.7%+6.1pp | 81.4%+2.4pp | 68.1%+15.8pp |
| Annual return | 25.50% | 41.30%-15.8pp | 38.47%-13.0pp | 41.64%-16.1pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,449 | $6,754+10.3% | $7,956-6.4% | $4,139+79.9% |
| Admin fee / account holder | $429 | $13,455-96.8% | $11,381-96.2% | $7,234-94.1% |