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 | $44,500 | $112,189-60.3% | - | $145,877-69.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | - | 80.3%+19.7pp |
| Annual return | 4.36% | 21.29%-16.9pp | - | 551.28%-546.9pp |
| Employer contribution / active EE | $312 | $5,748-94.6% | - | $4,663-93.3% |
| Participant deferral / active EE | $692 | $5,634-87.7% | - | $6,691-89.7% |
| Admin fee / account holder | $317 | $6,256-94.9% | - | $13,402-97.6% |