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 | $128,210 | $88,203+45.4% | $165,100-22.3% | $74,478+72.1% |
| Participation rate | 83.7% | 73.1%+10.6pp | 78.6%+5.1pp | 67.2%+16.5pp |
| Annual return | 6.09% | 17.13%-11.0pp | 70.21%-64.1pp | 1370.56%-1364.5pp |
| Employer contribution / active EE | $9,678 | $2,601+272.1% | $4,348+122.6% | $2,626+268.5% |
| Participant deferral / active EE | $2,435 | $4,505-45.9% | $6,035-59.7% | $4,350-44.0% |
| Admin fee / account holder | $5,357 | $2,235+139.7% | $12,696-57.8% | $1,946+175.3% |