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 | $3,420 | $64,920-94.7% | $103,693-96.7% | $86,983-96.1% |
| Participation rate | 86.7% | 63.6%+23.1pp | 72.6%+14.0pp | 69.5%+17.1pp |
| Annual return | 20.24% | 30.29%-10.1pp | 47.61%-27.4pp | 25.83%-5.6pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,871 | $3,241-42.3% | $4,579-59.1% | $4,194-55.4% |
| Admin fee / account holder | $614 | $6,191-90.1% | $7,858-92.2% | $7,856-92.2% |