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 | $85,473 | $27,936+206.0% | $58,561+46.0% | $75,173+13.7% |
| Participation rate | 75.0% | 38.8%+36.2pp | 50.9%+24.1pp | 67.2%+7.8pp |
| Annual return | 12.13% | 44.21%-32.1pp | 4251.33%-4239.2pp | 160.72%-148.6pp |
| Employer contribution / active EE | $1,088 | $670+62.5% | $1,053+3.3% | $2,671-59.3% |
| Participant deferral / active EE | $2,022 | $1,202+68.2% | $1,923+5.1% | $4,126-51.0% |
| Admin fee / account holder | $6,892 | $1,727+299.1% | $2,520+173.4% | $5,651+22.0% |