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 | $56,272 | $29,670+89.7% | $56,054+0.4% | $80,911-30.5% |
| Participation rate | 97.9% | 41.7%+56.3pp | 52.5%+45.4pp | 67.6%+30.3pp |
| Annual return | 0.88% | 35.24%-34.4pp | 1705.95%-1705.1pp | 35.63%-34.7pp |
| Employer contribution / active EE | $651 | $670-2.8% | $1,039-37.4% | $2,756-76.4% |
| Participant deferral / active EE | $0 | $1,227-100.0% | $1,952-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,359 | $2,431-3.0% | $2,822-16.4% | $6,935-66.0% |