Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
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 | $190,881 | $92,985+105.3% | $153,432+24.4% | $80,874+136.0% |
| Participation rate | 90.6% | 69.0%+21.6pp | 77.1%+13.5pp | 67.6%+22.9pp |
| Annual return | 7.49% | 19.95%-12.5pp | 15.66%-8.2pp | 35.62%-28.1pp |
| Employer contribution / active EE | $2,134 | $3,507-39.2% | $5,038-57.6% | $2,756-22.6% |
| Participant deferral / active EE | $2,398 | $5,178-53.7% | $6,757-64.5% | $4,297-44.2% |
| Admin fee / account holder | $34,173 | $8,880+284.8% | $12,725+168.6% | $6,935+392.7% |