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 | $170,118 | $88,672+91.9% | $105,223+61.7% | $82,448+106.3% |
| Participation rate | 97.7% | 67.9%+29.7pp | 75.0%+22.6pp | 68.1%+29.6pp |
| Annual return | -19.28% | 30.86%-50.1pp | 180.65%-199.9pp | 41.64%-60.9pp |
| Employer contribution / active EE | $16,942 | $3,048+455.9% | $3,689+359.3% | $2,551+564.1% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $11,100 | $7,146+55.3% | $8,859+25.3% | $7,234+53.4% |