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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,667 | $106,524-68.4% | $152,301-77.9% | $87,485-61.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 2389.74% | 26.89%+2362.8pp | 80.50%+2309.2pp | 26.06%+2363.7pp |
| Employer contribution / active EE | $522 | $3,371-84.5% | $4,624-88.7% | $2,596-79.9% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $337 | $8,287-95.9% | $14,398-97.7% | $7,775-95.7% |