Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Employer 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 | $45,876 | $183,539-75.0% | $155,556-70.5% | $145,897-68.6% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 20.65% | 61.31%-40.7pp | 64.84%-44.2pp | 552.29%-531.6pp |
| Employer contribution / active EE | $476 | $5,315-91.0% | $4,675-89.8% | $4,663-89.8% |
| Participant deferral / active EE | $12,747 | $6,467+97.1% | $5,631+126.4% | $6,689+90.6% |
| Admin fee / account holder | $756 | $19,275-96.1% | $15,885-95.2% | $13,390-94.4% |