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 | $141,554 | $60,139+135.4% | $90,461+56.5% | $79,856+77.3% |
| Participation rate | 88.0% | 65.0%+23.0pp | 72.7%+15.3pp | 69.6%+18.4pp |
| Annual return | 8.70% | 71.96%-63.3pp | 1294.76%-1286.1pp | 31.71%-23.0pp |
| Employer contribution / active EE | $7,389 | $2,069+257.2% | $3,264+126.4% | $2,471+199.0% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $30,020 | $3,978+654.6% | $5,617+434.5% | $5,306+465.7% |