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 | $5,171 | $106,974-95.2% | $90,796-94.3% | $138,895-96.3% |
| Participation rate | 70.0% | 74.9%-4.9pp | 69.5%+0.5pp | 79.9%-9.9pp |
| Annual return | 49.10% | 20.10%+29.0pp | 19.29%+29.8pp | 145.39%-96.3pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,145 | $4,455-29.4% | $3,822-17.7% | $6,396-50.8% |
| Admin fee / account holder | $390 | $8,626-95.5% | $7,024-94.4% | $12,562-96.9% |