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 | $217,698 | $123,478+76.3% | $216,567+0.5% | $94,015+131.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 5.41% | 23.61%-18.2pp | 12.94%-7.5pp | 17.84%-12.4pp |
| Employer contribution / active EE | $1,542 | $3,136-50.8% | $5,216-70.4% | $2,790-44.7% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $6,191-100.0% | $4,249-100.0% |
| Admin fee / account holder | $55,671 | $12,753+336.5% | $21,981+153.3% | $8,951+521.9% |