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 | $171,365 | $72,071+137.8% | $68,368+150.7% | $137,256+24.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 8.80% | 353.14%-344.3pp | 292.57%-283.8pp | 220.34%-211.5pp |
| Employer contribution / active EE | $415 | $2,788-85.1% | $2,649-84.3% | $4,156-90.0% |
| Participant deferral / active EE | $2,320 | $4,410-47.4% | $4,123-43.7% | $6,407-63.8% |
| Admin fee / account holder | $6,655 | $5,336+24.7% | $5,150+29.2% | $12,270-45.8% |