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 | $114,053 | $53,127+114.7% | $86,587+31.7% | $70,131+62.6% |
| Participation rate | 90.9% | 65.3%+25.6pp | 73.5%+17.4pp | 69.5%+21.4pp |
| Annual return | 11.39% | 27.66%-16.3pp | 964.86%-953.5pp | 73.14%-61.8pp |
| Employer contribution / active EE | $2,006 | $2,068-3.0% | $2,839-29.3% | $2,342-14.4% |
| Participant deferral / active EE | $3,748 | $2,696+39.0% | $3,609+3.9% | $3,332+12.5% |
| Admin fee / account holder | $14,278 | $3,585+298.2% | $4,906+191.0% | $4,645+207.3% |