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 | $234,660 | $102,385+129.2% | $147,080+59.5% | $80,935+189.9% |
| Participation rate | 98.8% | 75.9%+22.9pp | 82.2%+16.6pp | 67.7%+31.1pp |
| Annual return | 19.52% | 135.09%-115.6pp | 420.17%-400.6pp | 35.66%-16.1pp |
| Employer contribution / active EE | $35,518 | $3,717+855.6% | $4,933+620.0% | $2,757+1188.4% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $16,490 | $7,951+107.4% | $12,989+27.0% | $6,924+138.1% |