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 | $72,299 | $60,139+20.2% | $90,461-20.1% | $79,856-9.5% |
| Participation rate | 97.4% | 65.0%+32.4pp | 72.7%+24.7pp | 69.6%+27.7pp |
| Annual return | 8.90% | 71.96%-63.1pp | 1294.76%-1285.9pp | 31.71%-22.8pp |
| Employer contribution / active EE | $2,789 | $2,069+34.8% | $3,264-14.5% | $2,471+12.9% |
| Participant deferral / active EE | $5,627 | $2,939+91.5% | $3,964+41.9% | $3,741+50.4% |
| Admin fee / account holder | $34,406 | $3,978+764.9% | $5,617+512.6% | $5,306+548.4% |