Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,864 | $159,934-93.8% | $147,005-93.3% | $145,959-93.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 3.94% | 98.24%-94.3pp | 418.76%-414.8pp | 561.95%-558.0pp |
| Employer contribution / active EE | $1,159 | $5,287-78.1% | $4,934-76.5% | $4,661-75.1% |
| Participant deferral / active EE | $2,444 | $8,427-71.0% | $8,070-69.7% | $6,689-63.5% |
| Admin fee / account holder | $1,924 | $15,053-87.2% | $13,006-85.2% | $13,398-85.6% |