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 | $109,855 | $77,157+42.4% | $108,405+1.3% | $85,847+28.0% |
| Participation rate | 82.1% | 74.7%+7.4pp | 80.1%+1.9pp | 69.3%+12.7pp |
| Annual return | 12.16% | 44.55%-32.4pp | 905.55%-893.4pp | 318.61%-306.4pp |
| Employer contribution / active EE | $333 | $2,379-86.0% | $3,559-90.6% | $2,565-87.0% |
| Participant deferral / active EE | $3,265 | $5,567-41.3% | $6,563-50.2% | $3,952-17.4% |
| Admin fee / account holder | $4,256 | $5,174-17.7% | $7,297-41.7% | $6,261-32.0% |