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 | $177,190 | $159,934+10.8% | $147,005+20.5% | $145,959+21.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.91% | 98.24%-84.3pp | 418.76%-404.9pp | 561.95%-548.0pp |
| Employer contribution / active EE | $31,835 | $5,287+502.1% | $4,934+545.2% | $4,661+583.0% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,790 | $15,053-74.8% | $13,006-70.9% | $13,398-71.7% |