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 | $78,197-82.2% | $98,090-85.8% | $82,637-83.1% |
| Participation rate | 83.9% | 77.5%+6.4pp | 81.5%+2.3pp | 68.1%+15.8pp |
| Annual return | 25.50% | 40.25%-14.7pp | 37.05%-11.5pp | 53.51%-28.0pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,449 | $6,636+12.2% | $7,845-5.0% | $4,126+80.5% |
| Admin fee / account holder | $429 | $14,832-97.1% | $11,815-96.4% | $7,339-94.2% |