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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,167 | $55,902-65.7% | $76,030-74.8% | $80,959-76.3% |
| Participation rate | 95.5% | 62.1%+33.4pp | 69.1%+26.4pp | 67.7%+27.8pp |
| Annual return | 0.00% | 20.59%-20.6pp | 361.54%-361.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $796 | $1,867-57.4% | $2,688-70.4% | $2,757-71.1% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $458 | $5,239-91.3% | $6,421-92.9% | $6,925-93.4% |