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 | $5,170 | $126,661-95.9% | $113,397-95.4% | $138,895-96.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 8.23% | 25.05%-16.8pp | 23.20%-15.0pp | 145.39%-137.2pp |
| Employer contribution / active EE | $1,482 | $3,456-57.1% | $2,977-50.2% | $4,194-64.7% |
| Participant deferral / active EE | $1,701 | $5,693-70.1% | $5,076-66.5% | $6,396-73.4% |
| Admin fee / account holder | $3,313 | $14,549-77.2% | $11,957-72.3% | $12,562-73.6% |