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 | $97,289-92.9% | $92,805-92.6% | $155,188-95.6% |
| Participation rate | 93.8% | 84.2%+9.6pp | 83.5%+10.2pp | 80.8%+12.9pp |
| Annual return | 0.00% | 29.03%-29.0pp | 31.59%-31.6pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,399 | $8,795-4.5% | $8,448-0.6% | $6,531+28.6% |
| Admin fee / account holder | $853 | $12,015-92.9% | $10,911-92.2% | $14,480-94.1% |