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 | $30,343 | $183,592-83.5% | $155,567-80.5% | $145,959-79.2% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 9.51% | 61.24%-51.7pp | 64.74%-55.2pp | 561.95%-552.4pp |
| Employer contribution / active EE | $1,219 | $5,315-77.1% | $4,674-73.9% | $4,661-73.8% |
| Participant deferral / active EE | $1,144 | $6,464-82.3% | $5,628-79.7% | $6,689-82.9% |
| Admin fee / account holder | $15,726 | $19,318-18.6% | $15,916-1.2% | $13,398+17.4% |