Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $121,211 | $71,057+70.6% | $93,654+29.4% | $80,874+49.9% |
| Participation rate | 84.0% | 60.4%+23.6pp | 68.7%+15.3pp | 67.6%+16.4pp |
| Annual return | 8.53% | 11.26%-2.7pp | 133.34%-124.8pp | 35.62%-27.1pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,629 | $4,034-59.6% | $4,413-63.1% | $4,297-62.1% |
| Admin fee / account holder | $25,589 | $6,944+268.5% | $8,282+209.0% | $6,935+269.0% |