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 | $149,540 | $106,236+40.8% | $96,496+55.0% | $139,427+7.3% |
| Participation rate | 95.0% | 77.8%+17.2pp | 74.3%+20.7pp | 80.3%+14.7pp |
| Annual return | 4.97% | 38.43%-33.5pp | 35.70%-30.7pp | 373.27%-368.3pp |
| Employer contribution / active EE | $12,500 | $4,104+204.6% | $3,738+234.4% | $4,752+163.1% |
| Participant deferral / active EE | $6,546 | $5,455+20.0% | $4,879+34.2% | $6,711-2.5% |
| Admin fee / account holder | $72,119 | $7,879+815.4% | $6,731+971.5% | $11,404+532.4% |