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 | $7,205 | $175,259-95.9% | $149,723-95.2% | $139,487-94.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.35% | 166.82%-142.5pp | 134.50%-110.1pp | 373.84%-349.5pp |
| Employer contribution / active EE | $948 | $5,478-82.7% | $4,821-80.3% | $4,755-80.1% |
| Participant deferral / active EE | $3,324 | $6,522-49.0% | $5,682-41.5% | $6,713-50.5% |
| Admin fee / account holder | $505 | $16,158-96.9% | $13,215-96.2% | $11,407-95.6% |