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 | $8,349 | $108,942-92.3% | $100,415-91.7% | $145,897-94.3% |
| Participation rate | 78.3% | 83.0%-4.7pp | 81.5%-3.3pp | 80.3%-2.0pp |
| Annual return | 0.00% | 58.27%-58.3pp | 49.47%-49.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,483 | $8,461-23.4% | $8,091-19.9% | $6,689-3.1% |
| Admin fee / account holder | $332 | $9,702-96.6% | $7,906-95.8% | $13,390-97.5% |