Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $163,234 | $88,778+83.9% | $81,844+99.4% | $145,884+11.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.56% | 1033.03%-1024.5pp | 778.87%-770.3pp | 551.85%-543.3pp |
| Employer contribution / active EE | $1,039 | $3,087-66.4% | $2,916-64.4% | $4,662-77.7% |
| Participant deferral / active EE | $13,128 | $4,648+182.4% | $4,323+203.6% | $6,690+96.2% |
| Admin fee / account holder | $1,550 | $8,430-81.6% | $7,355-78.9% | $13,392-88.4% |