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 | $129,887 | $88,672+46.5% | $105,223+23.4% | $82,448+57.5% |
| Participation rate | 92.1% | 67.9%+24.2pp | 75.0%+17.1pp | 68.1%+24.0pp |
| Annual return | 12.38% | 30.86%-18.5pp | 180.65%-168.3pp | 41.64%-29.3pp |
| Employer contribution / active EE | $9,331 | $3,048+206.2% | $3,689+153.0% | $2,551+265.8% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $26,909 | $7,146+276.6% | $8,859+203.8% | $7,234+272.0% |