Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,645 | $81,446-93.1% | $103,374-94.5% | $80,874-93.0% |
| Participation rate | 94.9% | 66.9%+28.1pp | 74.5%+20.4pp | 67.6%+27.3pp |
| Annual return | -358.71% | 25.57%-384.3pp | 24.89%-383.6pp | 35.62%-394.3pp |
| Employer contribution / active EE | $25,569 | $3,107+722.9% | $3,869+560.8% | $2,756+827.9% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $21,647 | $6,715+222.4% | $8,394+157.9% | $6,935+212.1% |