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 | $68,471 | $57,140+19.8% | $85,240-19.7% | $80,959-15.4% |
| Participation rate | 91.9% | 56.4%+35.5pp | 67.5%+24.4pp | 67.7%+24.2pp |
| Annual return | 8.72% | 21.71%-13.0pp | 66.75%-58.0pp | 35.67%-26.9pp |
| Employer contribution / active EE | $19,883 | $1,802+1003.5% | $2,735+626.9% | $2,757+621.2% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,975 | $4,992-40.4% | $6,165-51.7% | $6,925-57.0% |