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 | $17,946 | $106,524-83.2% | $152,301-88.2% | $87,485-79.5% |
| Participation rate | 96.2% | 75.8%+20.5pp | 82.4%+13.8pp | 68.9%+27.3pp |
| Annual return | 143.88% | 26.89%+117.0pp | 80.50%+63.4pp | 26.06%+117.8pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,917 | $6,525+36.7% | $8,004+11.4% | $4,274+108.6% |
| Admin fee / account holder | $10,674 | $8,287+28.8% | $14,398-25.9% | $7,775+37.3% |