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 | $102,513 | $65,555+56.4% | $86,216+18.9% | $75,173+36.4% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 7.43% | 46.07%-38.6pp | 1169.42%-1162.0pp | 160.72%-153.3pp |
| Employer contribution / active EE | $2,701 | $1,553+73.9% | $2,382+13.4% | $2,671+1.1% |
| Participant deferral / active EE | $3,631 | $3,023+20.1% | $3,986-8.9% | $4,126-12.0% |
| Admin fee / account holder | $3,793 | $5,469-30.6% | $6,853-44.7% | $5,651-32.9% |