Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Participant 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,510 | $81,487-39.2% | $102,412-51.7% | $80,935-38.8% |
| Participation rate | 76.9% | 66.8%+10.1pp | 74.5%+2.4pp | 67.7%+9.3pp |
| Annual return | 11.39% | 25.60%-14.2pp | 24.94%-13.6pp | 35.66%-24.3pp |
| Employer contribution / active EE | $25,283 | $3,103+714.8% | $3,870+553.3% | $2,757+817.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,873 | $6,717-72.1% | $8,388-77.7% | $6,924-73.0% |