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 | $167,932 | $160,040+4.9% | $147,096+14.2% | $145,877+15.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 4.79% | 98.49%-93.7pp | 419.75%-415.0pp | 551.28%-546.5pp |
| Employer contribution / active EE | $7,653 | $5,289+44.7% | $4,936+55.0% | $4,663+64.1% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,725 | $15,050-88.5% | $13,005-86.7% | $13,402-87.1% |