Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $143,886 | $89,367+61.0% | $141,191+1.9% | $72,975+97.2% |
| Participation rate | 91.7% | 75.1%+16.5pp | 82.5%+9.2pp | 69.5%+22.2pp |
| Annual return | 9.42% | 111.87%-102.4pp | 71.41%-62.0pp | 81.01%-71.6pp |
| Employer contribution / active EE | $9,580 | $3,115+207.6% | $4,736+102.3% | $2,440+292.6% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $753 | $5,957-87.4% | $10,264-92.7% | $5,124-85.3% |