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 | $70,198 | $88,754-20.9% | $81,820-14.2% | $145,877-51.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.67% | 1031.77%-1016.1pp | 777.93%-762.3pp | 551.28%-535.6pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,000 | $4,648+115.2% | $4,323+131.3% | $6,691+49.5% |
| Admin fee / account holder | $885 | $8,424-89.5% | $7,391-88.0% | $13,402-93.4% |