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 | $35,770 | $102,422-65.1% | $147,117-75.7% | $80,959-55.8% |
| Participation rate | 93.1% | 75.9%+17.2pp | 82.2%+10.9pp | 67.7%+25.4pp |
| Annual return | 16.56% | 135.16%-118.6pp | 420.54%-404.0pp | 35.67%-19.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,021 | $6,652+65.7% | $8,065+36.7% | $4,300+156.3% |
| Admin fee / account holder | $14,635 | $7,953+84.0% | $12,993+12.6% | $6,925+111.3% |