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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,796 | $159,934-82.6% | $147,005-81.1% | $145,959-81.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.23% | 98.24%-98.0pp | 418.76%-418.5pp | 561.95%-561.7pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $12,562 | $8,427+49.1% | $8,070+55.7% | $6,689+87.8% |
| Admin fee / account holder | $2,860 | $15,053-81.0% | $13,006-78.0% | $13,398-78.7% |