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 | $172,916 | $202,440-14.6% | $169,390+2.1% | $139,466+24.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 3.49% | 532.36%-528.9pp | 406.07%-402.6pp | 373.66%-370.2pp |
| Employer contribution / active EE | $16,805 | $4,693+258.1% | $4,013+318.8% | $4,754+253.5% |
| Participant deferral / active EE | $20,000 | $6,940+188.2% | $6,222+221.4% | $6,712+198.0% |
| Admin fee / account holder | $557 | $10,722-94.8% | $9,015-93.8% | $11,409-95.1% |