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 | $130,178 | $160,070-18.7% | $147,117-11.5% | $145,897-10.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 8.01% | 98.69%-90.7pp | 420.54%-412.5pp | 552.29%-544.3pp |
| Employer contribution / active EE | $2,191 | $5,285-58.5% | $4,932-55.6% | $4,663-53.0% |
| Participant deferral / active EE | $2,542 | $8,419-69.8% | $8,065-68.5% | $6,689-62.0% |
| Admin fee / account holder | $31,873 | $15,035+112.0% | $12,993+145.3% | $13,390+138.0% |