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 | $22,868 | $138,393-83.5% | $184,256-87.6% | $80,959-71.8% |
| Participation rate | 97.9% | 83.9%+14.0pp | 86.8%+11.1pp | 67.7%+30.2pp |
| Annual return | 81.84% | 20.01%+61.8pp | 28.85%+53.0pp | 35.67%+46.2pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,681 | $7,076+22.7% | $9,133-4.9% | $4,300+101.9% |
| Admin fee / account holder | $1,200 | $10,489-88.6% | $13,899-91.4% | $6,925-82.7% |