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.)
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 | $9,026 | $89,259-89.9% | $107,187-91.6% | $82,637-89.1% |
| Participation rate | 87.1% | 67.9%+19.2pp | 75.0%+12.1pp | 68.1%+19.0pp |
| Annual return | 16.36% | 21.02%-4.7pp | 204.55%-188.2pp | 53.51%-37.1pp |
| Employer contribution / active EE | $1,144 | $3,080-62.8% | $3,782-69.7% | $2,552-55.2% |
| Participant deferral / active EE | $154 | $4,037-96.2% | $5,096-97.0% | $4,126-96.3% |
| Admin fee / account holder | $461 | $7,381-93.8% | $9,162-95.0% | $7,339-93.7% |