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 | $81,579 | $156,616-47.9% | $133,346-38.8% | $198,609-58.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | -4.76% | 44.25%-49.0pp | 36.85%-41.6pp | 202.70%-207.5pp |
| Employer contribution / active EE | $13,093 | $3,368+288.7% | $2,853+358.8% | $5,055+159.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $10,491 | $17,468-39.9% | $14,264-26.5% | $19,030-44.9% |