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 | $62,814 | $183,516-65.8% | $155,534-59.6% | $145,884-56.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.71% | 61.43%-54.7pp | 64.92%-58.2pp | 551.85%-545.1pp |
| Employer contribution / active EE | $301 | $5,315-94.3% | $4,675-93.6% | $4,662-93.6% |
| Participant deferral / active EE | $2,715 | $6,467-58.0% | $5,630-51.8% | $6,690-59.4% |
| Admin fee / account holder | $2,103 | $19,293-89.1% | $15,900-86.8% | $13,392-84.3% |