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 | $93,027 | $28,624+225.0% | $53,647+73.4% | $82,637+12.6% |
| Participation rate | 86.2% | 47.3%+38.9pp | 56.3%+29.9pp | 68.1%+18.2pp |
| Annual return | 12.75% | 664.98%-652.2pp | 358.33%-345.6pp | 53.51%-40.8pp |
| Employer contribution / active EE | $9,042 | $637+1320.3% | $962+839.9% | $2,552+254.3% |
| Participant deferral / active EE | $0 | $1,196-100.0% | $1,813-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,829 | $2,022+287.2% | $2,460+218.2% | $7,339+6.7% |