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 | $38,832 | $107,666-63.9% | $102,184-62.0% | $154,746-74.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 6.47% | 29.33%-22.9pp | 31.58%-25.1pp | 172.34%-165.9pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,033 | $8,719+3.6% | $8,309+8.7% | $6,730+34.2% |
| Admin fee / account holder | $133,830 | $12,943+934.0% | $11,609+1052.8% | $14,365+831.6% |