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 | $6,805 | $183,539-96.3% | $155,556-95.6% | $145,897-95.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.38% | 61.31%-56.9pp | 64.84%-60.5pp | 552.29%-547.9pp |
| Employer contribution / active EE | $3,148 | $5,315-40.8% | $4,675-32.7% | $4,663-32.5% |
| Participant deferral / active EE | $926 | $6,467-85.7% | $5,631-83.5% | $6,689-86.2% |
| Admin fee / account holder | $5,543 | $19,275-71.2% | $15,885-65.1% | $13,390-58.6% |