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 | $88,241 | $47,479+85.9% | $62,929+40.2% | $82,448+7.0% |
| Participation rate | 96.7% | 66.9%+29.8pp | 73.1%+23.6pp | 68.1%+28.6pp |
| Annual return | 11.52% | 20.34%-8.8pp | 1063.93%-1052.4pp | 41.64%-30.1pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,352 | $2,870+121.3% | $3,888+63.4% | $4,139+53.4% |
| Admin fee / account holder | $10,771 | $3,804+183.2% | $5,065+112.7% | $7,234+48.9% |