Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
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 | $116,409 | $55,902+108.2% | $76,030+53.1% | $80,959+43.8% |
| Participation rate | 88.0% | 62.1%+25.9pp | 69.1%+18.9pp | 67.7%+20.3pp |
| Annual return | 9.68% | 20.59%-10.9pp | 361.54%-351.9pp | 35.67%-26.0pp |
| Employer contribution / active EE | $6,379 | $1,867+241.7% | $2,688+137.4% | $2,757+131.4% |
| Participant deferral / active EE | $6,070 | $3,051+99.0% | $4,257+42.6% | $4,300+41.2% |
| Admin fee / account holder | $535 | $5,239-89.8% | $6,421-91.7% | $6,925-92.3% |