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 | $23,991 | $211,105-88.6% | $178,449-86.6% | $145,978-83.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.13% | 30.19%-25.1pp | 27.09%-22.0pp | 550.52%-545.4pp |
| Employer contribution / active EE | $11,103 | $4,569+143.0% | $3,951+181.0% | $4,662+138.2% |
| Participant deferral / active EE | $1,403 | $6,959-79.8% | $6,277-77.6% | $6,690-79.0% |
| Admin fee / account holder | $321 | $12,017-97.3% | $10,362-96.9% | $13,400-97.6% |