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 | $17,005 | $181,062-90.6% | $158,223-89.3% | $155,188-89.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 19.83% | 57.39%-37.6pp | 52.09%-32.3pp | 148.84%-129.0pp |
| Employer contribution / active EE | $2,434 | $4,565-46.7% | $4,109-40.8% | $4,248-42.7% |
| Participant deferral / active EE | $1,547 | $6,134-74.8% | $5,467-71.7% | $6,531-76.3% |
| Admin fee / account holder | $384 | $18,825-98.0% | $16,047-97.6% | $14,480-97.4% |