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 | $58,279 | $211,224-72.4% | $178,505-67.4% | $145,897-60.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -0.28% | 30.28%-30.6pp | 27.16%-27.4pp | 552.29%-552.6pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $27,000 | $6,966+287.6% | $6,280+329.9% | $6,689+303.6% |
| Admin fee / account holder | $8,403 | $12,109-30.6% | $10,428-19.4% | $13,390-37.2% |