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 | $187,447 | $65,440+186.4% | $98,506+90.3% | $85,851+118.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 5.81% | 21.75%-15.9pp | 1494.92%-1489.1pp | 318.63%-312.8pp |
| Employer contribution / active EE | $5,003 | $2,169+130.6% | $2,961+68.9% | $2,565+95.0% |
| Participant deferral / active EE | $3,219 | $3,168+1.6% | $4,277-24.7% | $3,952-18.5% |
| Admin fee / account holder | $1,004 | $4,596-78.2% | $5,955-83.1% | $6,261-84.0% |