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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,333 | $100,147+136.0% | $81,286+190.7% | $145,877+62.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 4.16% | 34.44%-30.3pp | 24.80%-20.6pp | 551.28%-547.1pp |
| Employer contribution / active EE | $4,167 | $2,977+40.0% | $2,463+69.2% | $4,663-10.6% |
| Participant deferral / active EE | $0 | $4,607-100.0% | $3,883-100.0% | $6,691-100.0% |
| Admin fee / account holder | $7,042 | $8,201-14.1% | $5,764+22.2% | $13,402-47.5% |