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 | $16,647 | $99,875-83.3% | $146,866-88.7% | $86,983-80.9% |
| Participation rate | 73.0% | 75.8%-2.8pp | 82.5%-9.5pp | 69.5%+3.4pp |
| Annual return | 0.00% | 28.10%-28.1pp | 102.85%-102.9pp | 25.83%-25.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $8,253 | $6,322+30.5% | $7,759+6.4% | $4,194+96.8% |
| Admin fee / account holder | $822 | $7,838-89.5% | $13,620-94.0% | $7,856-89.5% |