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 | $99,310 | $94,031+5.6% | $115,768-14.2% | $82,448+20.5% |
| Participation rate | 95.7% | 70.4%+25.3pp | 74.4%+21.3pp | 68.1%+27.6pp |
| Annual return | 10.29% | 20.61%-10.3pp | 100.46%-90.2pp | 41.64%-31.4pp |
| Employer contribution / active EE | $3,116 | $2,323+34.1% | $2,940+6.0% | $2,551+22.1% |
| Participant deferral / active EE | $10,333 | $3,972+160.2% | $4,917+110.2% | $4,139+149.6% |
| Admin fee / account holder | $40,871 | $10,249+298.8% | $12,439+228.6% | $7,234+465.0% |