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 | $114,712+89.8% | $173,730+25.3% | $87,485+148.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 5.41% | 20.18%-14.8pp | 19.96%-14.5pp | 26.06%-20.7pp |
| Employer contribution / active EE | $1,542 | $2,904-46.9% | $4,577-66.3% | $2,596-40.6% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $55,671 | $10,210+445.3% | $17,523+217.7% | $7,775+616.0% |