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 | $194,957 | $81,358+139.6% | $155,556+25.3% | $80,959+140.8% |
| Participation rate | 85.2% | 66.3%+18.9pp | 78.2%+7.0pp | 67.7%+17.5pp |
| Annual return | 9.63% | 33.39%-23.8pp | 64.84%-55.2pp | 35.67%-26.0pp |
| Employer contribution / active EE | $2,377 | $3,106-23.5% | $4,675-49.2% | $2,757-13.8% |
| Participant deferral / active EE | $3,179 | $3,455-8.0% | $5,631-43.5% | $4,300-26.1% |
| Admin fee / account holder | $1,618 | $7,994-79.8% | $15,885-89.8% | $6,925-76.6% |