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 | $182,771 | $201,259-9.2% | $184,200-0.8% | $145,959+25.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.78% | 28.98%-9.2pp | 28.80%-9.0pp | 561.95%-542.2pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $23,000 | $9,806+134.5% | $9,132+151.9% | $6,689+243.9% |
| Admin fee / account holder | $2,866 | $16,372-82.5% | $13,907-79.4% | $13,398-78.6% |