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 | $41,129 | $101,795-59.6% | $165,100-75.1% | $80,959-49.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 255.26% | 16.73%+238.5pp | 70.21%+185.1pp | 35.67%+219.6pp |
| Employer contribution / active EE | $22,243 | $2,954+653.1% | $4,348+411.6% | $2,757+706.7% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $13,280 | $8,221+61.5% | $12,696+4.6% | $6,925+91.8% |