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 | $13,936 | $160,070-91.3% | $147,117-90.5% | $145,897-90.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.50% | 98.69%-93.2pp | 420.54%-415.0pp | 552.29%-546.8pp |
| Employer contribution / active EE | $2,645 | $5,285-49.9% | $4,932-46.4% | $4,663-43.3% |
| Participant deferral / active EE | $1,665 | $8,419-80.2% | $8,065-79.4% | $6,689-75.1% |
| Admin fee / account holder | $5,033 | $15,035-66.5% | $12,993-61.3% | $13,390-62.4% |