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 | $43,802 | $160,028-72.6% | $147,080-70.2% | $145,884-70.0% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.5pp |
| Annual return | 11.21% | 98.60%-87.4pp | 420.17%-409.0pp | 551.85%-540.6pp |
| Employer contribution / active EE | $2,155 | $5,286-59.2% | $4,933-56.3% | $4,662-53.8% |
| Participant deferral / active EE | $1,976 | $8,422-76.5% | $8,066-75.5% | $6,690-70.5% |
| Admin fee / account holder | $1,234 | $15,030-91.8% | $12,989-90.5% | $13,392-90.8% |