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 | $93,701 | $72,396+29.4% | $67,511+38.8% | $145,959-35.8% |
| Participation rate | 88.9% | 76.9%+12.0pp | 72.9%+16.0pp | 80.3%+8.6pp |
| Annual return | 9.12% | 7194.07%-7185.0pp | 3517.41%-3508.3pp | 561.95%-552.8pp |
| Employer contribution / active EE | $4,519 | $3,071+47.2% | $2,733+65.4% | $4,661-3.0% |
| Participant deferral / active EE | $0 | $4,781-100.0% | $4,000-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,246 | $5,538-23.3% | $3,999+6.2% | $13,398-68.3% |