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 | $77,429 | $182,442-57.6% | $163,379-52.6% | $138,895-44.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 4.79% | 72.74%-67.9pp | 63.41%-58.6pp | 145.39%-140.6pp |
| Employer contribution / active EE | $5,600 | $4,159+34.6% | $3,752+49.2% | $4,194+33.5% |
| Participant deferral / active EE | $28,500 | $6,817+318.1% | $6,282+353.7% | $6,396+345.6% |
| Admin fee / account holder | $613 | $10,396-94.1% | $9,818-93.8% | $12,562-95.1% |