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 | $145,863 | $72,071+102.4% | $68,368+113.4% | $137,256+6.3% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.0%+11.7pp |
| Annual return | 7.11% | 353.14%-346.0pp | 292.57%-285.5pp | 220.34%-213.2pp |
| Employer contribution / active EE | $5,033 | $2,788+80.5% | $2,649+90.0% | $4,156+21.1% |
| Participant deferral / active EE | $4,910 | $4,410+11.3% | $4,123+19.1% | $6,407-23.4% |
| Admin fee / account holder | $44,257 | $5,336+729.5% | $5,150+759.4% | $12,270+260.7% |