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 | $1,286 | $45,022-97.1% | $85,126-98.5% | $77,714-98.3% |
| Participation rate | 74.7% | 48.7%+26.0pp | 67.5%+7.2pp | 70.6%+4.1pp |
| Annual return | 64.23% | 79.38%-15.1pp | 66.63%-2.4pp | 31.26%+33.0pp |
| Employer contribution / active EE | $15 | $1,610-99.1% | $2,731-99.5% | $2,727-99.5% |
| Participant deferral / active EE | $1,076 | $2,811-61.7% | $4,523-76.2% | $4,649-76.9% |
| Admin fee / account holder | $612 | $913-33.0% | $6,160-90.1% | $433+41.2% |