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 | $3,404 | $154,228-97.8% | $145,433-97.7% | $137,256-97.5% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 76.74% | 74.59%+2.2pp | 66.58%+10.2pp | 220.34%-143.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,654 | $8,216-55.5% | $7,897-53.7% | $6,407-43.0% |
| Admin fee / account holder | $343 | $14,344-97.6% | $13,129-97.4% | $12,270-97.2% |