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 | $22,505 | $125,184-82.0% | $105,607-78.7% | $145,884-84.6% |
| Participation rate | 95.0% | 77.6%+17.4pp | 75.3%+19.7pp | 80.3%+14.7pp |
| Annual return | 7.65% | 225.00%-217.3pp | 116.11%-108.5pp | 551.85%-544.2pp |
| Employer contribution / active EE | $791 | $3,720-78.7% | $3,167-75.0% | $4,662-83.0% |
| Participant deferral / active EE | $3,933 | $5,714-31.2% | $5,011-21.5% | $6,690-41.2% |
| Admin fee / account holder | $21,223 | $17,133+23.9% | $10,958+93.7% | $13,392+58.5% |