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 | $73,584 | $72,071+2.1% | $68,368+7.6% | $137,256-46.4% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.0%+11.7pp |
| Annual return | 12.42% | 353.14%-340.7pp | 292.57%-280.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,368 | $2,788-50.9% | $2,649-48.4% | $4,156-67.1% |
| Participant deferral / active EE | $1,060 | $4,410-76.0% | $4,123-74.3% | $6,407-83.4% |
| Admin fee / account holder | $955 | $5,336-82.1% | $5,150-81.5% | $12,270-92.2% |