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 | $4,121 | $99,875-95.9% | $146,866-97.2% | $86,983-95.3% |
| Participation rate | 84.8% | 75.8%+9.0pp | 82.5%+2.3pp | 69.5%+15.3pp |
| Annual return | 40.56% | 28.10%+12.5pp | 102.85%-62.3pp | 25.83%+14.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,316 | $6,322-63.4% | $7,759-70.2% | $4,194-44.8% |
| Admin fee / account holder | $311 | $7,838-96.0% | $13,620-97.7% | $7,856-96.0% |