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 | $6,862 | $107,666-93.6% | $102,184-93.3% | $154,746-95.6% |
| Participation rate | 93.8% | 83.7%+10.0pp | 82.6%+11.2pp | 80.7%+13.0pp |
| Annual return | 0.00% | 29.33%-29.3pp | 31.58%-31.6pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,399 | $8,719-3.7% | $8,309+1.1% | $6,730+24.8% |
| Admin fee / account holder | $853 | $12,943-93.4% | $11,609-92.7% | $14,365-94.1% |