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 | $97,391 | $65,434+48.8% | $98,483-1.1% | $85,847+13.4% |
| Participation rate | 88.2% | 65.0%+23.2pp | 73.3%+14.9pp | 69.3%+18.9pp |
| Annual return | 9.73% | 21.75%-12.0pp | 1494.38%-1484.7pp | 318.61%-308.9pp |
| Employer contribution / active EE | $4,911 | $2,169+126.4% | $2,961+65.9% | $2,565+91.4% |
| Participant deferral / active EE | $7,867 | $3,168+148.3% | $4,276+84.0% | $3,952+99.0% |
| Admin fee / account holder | $74,605 | $4,595+1523.5% | $5,953+1153.3% | $6,261+1091.6% |