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 | $47,466 | $68,097-30.3% | $62,929-24.6% | $137,256-65.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 10.65% | 1859.11%-1848.5pp | 1063.93%-1053.3pp | 220.34%-209.7pp |
| Employer contribution / active EE | $195 | $2,811-93.1% | $2,505-92.2% | $4,156-95.3% |
| Participant deferral / active EE | $1,529 | $4,553-66.4% | $3,888-60.7% | $6,407-76.1% |
| Admin fee / account holder | $1,120 | $6,521-82.8% | $5,065-77.9% | $12,270-90.9% |