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 | $110,580 | $72,403+52.7% | $67,524+63.8% | $145,978-24.2% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 6.62% | 7197.23%-7190.6pp | 3519.41%-3512.8pp | 550.52%-543.9pp |
| Employer contribution / active EE | $3,747 | $3,072+22.0% | $2,734+37.1% | $4,662-19.6% |
| Participant deferral / active EE | $3,747 | $4,782-21.6% | $4,001-6.3% | $6,690-44.0% |
| Admin fee / account holder | $49,517 | $5,541+793.6% | $4,001+1137.7% | $13,400+269.5% |