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 | $23,212 | $81,446-71.5% | $103,374-77.5% | $80,874-71.3% |
| Participation rate | 97.8% | 66.9%+30.9pp | 74.5%+23.3pp | 67.6%+30.1pp |
| Annual return | -239.76% | 25.57%-265.3pp | 24.89%-264.6pp | 35.62%-275.4pp |
| Employer contribution / active EE | $52,837 | $3,107+1600.5% | $3,869+1265.5% | $2,756+1817.4% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $18,674 | $6,715+178.1% | $8,394+122.5% | $6,935+169.3% |