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 | $13,111 | $77,358-83.1% | $102,184-87.2% | $87,485-85.0% |
| Participation rate | 92.5% | 78.7%+13.8pp | 82.6%+9.9pp | 68.9%+23.5pp |
| Annual return | 139.78% | 41.11%+98.7pp | 31.58%+108.2pp | 26.06%+113.7pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,626 | $6,753+27.7% | $8,309+3.8% | $4,274+101.8% |
| Admin fee / account holder | $555 | $6,809-91.8% | $11,609-95.2% | $7,775-92.9% |