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 | $94,242 | $56,060+68.1% | $76,002+24.0% | $80,874+16.5% |
| Participation rate | 87.5% | 62.0%+25.5pp | 69.1%+18.4pp | 67.6%+19.9pp |
| Annual return | 7.85% | 20.54%-12.7pp | 360.07%-352.2pp | 35.62%-27.8pp |
| Employer contribution / active EE | $6,505 | $1,873+247.2% | $2,688+142.0% | $2,756+136.1% |
| Participant deferral / active EE | $2,448 | $3,051-19.8% | $4,257-42.5% | $4,297-43.0% |
| Admin fee / account holder | $6,129 | $5,237+17.0% | $6,414-4.4% | $6,935-11.6% |