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 | $51,473 | $102,663-49.9% | $86,216-40.3% | $139,466-63.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 8.12% | 1924.52%-1916.4pp | 1169.42%-1161.3pp | 373.66%-365.5pp |
| Employer contribution / active EE | $2,778 | $3,035-8.4% | $2,382+16.7% | $4,754-41.6% |
| Participant deferral / active EE | $2,526 | $4,677-46.0% | $3,986-36.6% | $6,712-62.4% |
| Admin fee / account holder | $14,936 | $8,663+72.4% | $6,853+117.9% | $11,409+30.9% |