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 | $149,105 | $102,422+45.6% | $147,117+1.4% | $80,959+84.2% |
| Participation rate | 92.6% | 75.9%+16.7pp | 82.2%+10.4pp | 67.7%+24.9pp |
| Annual return | 10.59% | 135.16%-124.6pp | 420.54%-409.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $7,222 | $3,717+94.3% | $4,932+46.4% | $2,757+161.9% |
| Participant deferral / active EE | $10,962 | $6,652+64.8% | $8,065+35.9% | $4,300+154.9% |
| Admin fee / account holder | $38,831 | $7,953+388.2% | $12,993+198.9% | $6,925+460.7% |