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 | $140,032 | $101,778+37.6% | $164,975-15.1% | $80,925+73.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 1.11% | 16.73%-15.6pp | 70.12%-69.0pp | 35.65%-34.5pp |
| Employer contribution / active EE | $19,022 | $2,954+544.0% | $4,343+338.0% | $2,756+590.1% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $11,100 | $8,221+35.0% | $12,688-12.5% | $6,940+59.9% |