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 | $12,539 | $110,410-88.6% | $102,437-87.8% | $145,897-91.4% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 1.32% | 24.85%-23.5pp | 24.95%-23.6pp | 552.29%-551.0pp |
| Employer contribution / active EE | $2,119 | $4,217-49.7% | $3,871-45.2% | $4,663-54.5% |
| Participant deferral / active EE | $6,773 | $5,622+20.5% | $5,060+33.9% | $6,689+1.3% |
| Admin fee / account holder | $776 | $9,745-92.0% | $8,388-90.8% | $13,390-94.2% |