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 | $9,713 | $100,970-90.4% | $96,576-89.9% | $137,256-92.9% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 28.03% | 38.16%-10.1pp | 38.47%-10.4pp | 220.34%-192.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,367 | $8,286+25.1% | $7,956+30.3% | $6,407+61.8% |
| Admin fee / account holder | $5,459 | $11,312-51.7% | $11,381-52.0% | $12,270-55.5% |