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 | $5,326 | $102,609-94.8% | $98,090-94.6% | $138,895-96.2% |
| Participation rate | 75.0% | 82.8%-7.8pp | 81.5%-6.5pp | 79.9%-4.9pp |
| Annual return | 15.06% | 36.44%-21.4pp | 37.05%-22.0pp | 145.39%-130.3pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,244 | $8,167-35.8% | $7,845-33.2% | $6,396-18.0% |
| Admin fee / account holder | $35,292 | $11,434+208.7% | $11,815+198.7% | $12,562+180.9% |