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 | $165,280 | $56,431+192.9% | $130,788+26.4% | $87,485+88.9% |
| Participation rate | 91.8% | 58.9%+32.9pp | 70.1%+21.7pp | 68.9%+22.9pp |
| Annual return | 11.52% | 91.27%-79.7pp | 386.44%-374.9pp | 26.06%-14.5pp |
| Employer contribution / active EE | $694 | $1,549-55.2% | $3,558-80.5% | $2,596-73.3% |
| Participant deferral / active EE | $5,754 | $2,749+109.3% | $4,137+39.1% | $4,274+34.6% |
| Admin fee / account holder | $11,675 | $4,433+163.4% | $6,673+75.0% | $7,775+50.2% |