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 | $30,035 | $159,934-81.2% | $147,005-79.6% | $145,959-79.4% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 8.93% | 98.24%-89.3pp | 418.76%-409.8pp | 561.95%-553.0pp |
| Employer contribution / active EE | $1,367 | $5,287-74.1% | $4,934-72.3% | $4,661-70.7% |
| Participant deferral / active EE | $2,621 | $8,427-68.9% | $8,070-67.5% | $6,689-60.8% |
| Admin fee / account holder | $2,185 | $15,053-85.5% | $13,006-83.2% | $13,398-83.7% |