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 | $129,102 | $132,634-2.7% | $115,768+11.5% | $137,256-5.9% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.4%+14.5pp | 80.0%+8.9pp |
| Annual return | 5.09% | 160.70%-155.6pp | 100.46%-95.4pp | 220.34%-215.2pp |
| Employer contribution / active EE | $8,021 | $3,360+138.7% | $2,940+172.8% | $4,156+93.0% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,366 | $15,028-71.0% | $12,439-64.9% | $12,270-64.4% |