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 | $129,214 | $103,038+25.4% | $90,324+43.1% | $152,909-15.5% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.5%-4.7pp |
| Annual return | 5.29% | 95.25%-90.0pp | 78.15%-72.9pp | 345.46%-340.2pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,260 | $4,282-47.2% | $3,885-41.8% | $5,851-61.4% |
| Admin fee / account holder | $2,493 | $6,177-59.6% | $5,356-53.4% | $11,601-78.5% |