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 | $91,166 | $29,319+210.9% | $52,425+73.9% | $82,448+10.6% |
| Participation rate | 97.0% | 46.9%+50.2pp | 55.6%+41.4pp | 68.1%+28.9pp |
| Annual return | 13.43% | 535.20%-521.8pp | 302.12%-288.7pp | 41.64%-28.2pp |
| Employer contribution / active EE | $2,975 | $586+407.2% | $914+225.4% | $2,551+16.6% |
| Participant deferral / active EE | $7,791 | $1,171+565.1% | $1,790+335.1% | $4,139+88.2% |
| Admin fee / account holder | $13,602 | $1,962+593.2% | $2,495+445.2% | $7,234+88.0% |