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 | $188,635 | $88,778+112.5% | $81,844+130.5% | $145,884+29.3% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 8.24% | 1033.03%-1024.8pp | 778.87%-770.6pp | 551.85%-543.6pp |
| Employer contribution / active EE | $10,675 | $3,087+245.8% | $2,916+266.0% | $4,662+129.0% |
| Participant deferral / active EE | $4,718 | $4,648+1.5% | $4,323+9.1% | $6,690-29.5% |
| Admin fee / account holder | $18,807 | $8,430+123.1% | $7,355+155.7% | $13,392+40.4% |