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 | $52,109 | $211,288-75.3% | $178,540-70.8% | $145,884-64.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.43% | 30.27%-21.8pp | 27.15%-18.7pp | 551.85%-543.4pp |
| Employer contribution / active EE | $1,406 | $4,574-69.3% | $3,953-64.4% | $4,662-69.8% |
| Participant deferral / active EE | $188 | $6,967-97.3% | $6,281-97.0% | $6,690-97.2% |
| Admin fee / account holder | $434 | $12,105-96.4% | $10,424-95.8% | $13,392-96.8% |