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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,395 | $174,379-84.3% | $152,093-82.0% | $138,895-80.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 5.48% | 74.86%-69.4pp | 66.36%-60.9pp | 145.39%-139.9pp |
| Employer contribution / active EE | $1,928 | $4,652-58.5% | $4,175-53.8% | $4,194-54.0% |
| Participant deferral / active EE | $847 | $6,159-86.3% | $5,451-84.5% | $6,396-86.8% |
| Admin fee / account holder | $30,087 | $16,880+78.2% | $14,497+107.5% | $12,562+139.5% |