Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Participant 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 | $25,743 | $40,275-36.1% | $57,356-55.1% | $59,633-56.8% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -0.19% | 27.52%-27.7pp | 24.41%-24.6pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $2,520 | $1,921+31.2% | $2,689-6.3% | $2,203+14.4% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,179 | $2,820-22.8% | $3,357-35.1% | $4,297-49.3% |