Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Employer 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 | $8,326 | $102,595-91.9% | $94,057-91.1% | $154,746-94.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 41.57% | 583.42%-541.9pp | 480.62%-439.1pp | 172.34%-130.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,493 | $5,118+46.4% | $4,709+59.1% | $6,730+11.3% |
| Admin fee / account holder | $1,558 | $7,736-79.9% | $7,244-78.5% | $14,365-89.2% |