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 | $90,627 | $102,696-11.8% | $86,235+5.1% | $139,487-35.0% |
| Participation rate | 94.7% | 74.5%+20.2pp | 69.0%+25.8pp | 80.3%+14.4pp |
| Annual return | 7.45% | 1925.91%-1918.5pp | 1170.03%-1162.6pp | 373.84%-366.4pp |
| Employer contribution / active EE | $5,103 | $3,034+68.2% | $2,381+114.3% | $4,755+7.3% |
| Participant deferral / active EE | $2,953 | $4,679-36.9% | $3,987-25.9% | $6,713-56.0% |
| Admin fee / account holder | $7,366 | $8,667-15.0% | $6,856+7.4% | $11,407-35.4% |