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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,643 | $56,200-18.8% | $67,653-32.5% | $59,633-23.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -4.78% | 18506.71%-18511.5pp | 6625.22%-6630.0pp | 2041.40%-2046.2pp |
| Employer contribution / active EE | $6,164 | $1,615+281.7% | $2,266+172.1% | $2,203+179.8% |
| Participant deferral / active EE | $0 | $2,843-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,223 | $3,959-69.1% | $4,821-74.6% | $4,297-71.5% |