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 | $12,698 | $138,312-90.8% | $122,979-89.7% | $155,188-91.8% |
| Participation rate | 77.8% | 80.2%-2.4pp | 77.2%+0.6pp | 80.8%-3.0pp |
| Annual return | 17.83% | 22.06%-4.2pp | 20.12%-2.3pp | 148.84%-131.0pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,046 | $5,592+97.5% | $5,003+120.8% | $6,531+69.1% |
| Admin fee / account holder | $918 | $15,089-93.9% | $12,864-92.9% | $14,480-93.7% |