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 | $210,061 | $102,422+105.1% | $147,117+42.8% | $80,959+159.5% |
| Participation rate | 96.7% | 75.9%+20.8pp | 82.2%+14.5pp | 67.7%+29.1pp |
| Annual return | 11.40% | 135.16%-123.8pp | 420.54%-409.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $7,578 | $3,717+103.9% | $4,932+53.6% | $2,757+174.9% |
| Participant deferral / active EE | $9,804 | $6,652+47.4% | $8,065+21.6% | $4,300+128.0% |
| Admin fee / account holder | $16,036 | $7,953+101.6% | $12,993+23.4% | $6,925+131.6% |