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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,080 | $109,411-51.5% | $89,435-40.6% | $158,982-66.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -0.52% | 345.68%-346.2pp | 245.55%-246.1pp | 302.99%-303.5pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $25,000 | $4,600+443.5% | $3,890+542.6% | $5,983+317.8% |
| Admin fee / account holder | $2,311 | $6,159-62.5% | $4,884-52.7% | $11,252-79.5% |