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 | $16,742 | $71,353-76.5% | $92,805-82.0% | $86,983-80.8% |
| Participation rate | 79.4% | 80.9%-1.5pp | 83.5%-4.1pp | 69.5%+9.9pp |
| Annual return | 0.00% | 44.68%-44.7pp | 31.59%-31.6pp | 25.83%-25.8pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $8,034 | $6,966+15.3% | $8,448-4.9% | $4,194+91.6% |
| Admin fee / account holder | $539 | $6,099-91.2% | $10,911-95.1% | $7,856-93.1% |