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 | $162,152 | $162,1520% | $162,1520% | $340,936-52.4% |
| Participation rate | 100.0% | 100.0%0pp | 50.0%+50.0pp | 31.0%+69.0pp |
| Annual return | 1829.43% | 22.47%+1807.0pp | 21.29%+1808.1pp | 14.18%+1815.2pp |
| Employer contribution / active EE | $3,901 | $44,471-91.2% | $38,723-89.9% | $33,339-88.3% |
| Participant deferral / active EE | $7,730 | $172+4400.0% | $168+4500.0% | $68+11255.6% |
| Admin fee / account holder | $884 | $8840% | $8840% | $17,688-95.0% |