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 | $147,389 | $102,422+43.9% | $147,117+0.2% | $80,959+82.1% |
| Participation rate | 98.6% | 75.9%+22.7pp | 82.2%+16.4pp | 67.7%+30.9pp |
| Annual return | -11.31% | 135.16%-146.5pp | 420.54%-431.8pp | 35.67%-47.0pp |
| Employer contribution / active EE | $14,291 | $3,717+284.4% | $4,932+189.7% | $2,757+418.3% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,885 | $7,953-51.2% | $12,993-70.1% | $6,925-43.9% |