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 | $150,469 | $105,198+43.0% | $159,455-5.6% | $85,856+75.3% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.8%+13.2pp | 69.3%+26.7pp |
| Annual return | 11.34% | 45.08%-33.7pp | 263.63%-252.3pp | 318.58%-307.2pp |
| Employer contribution / active EE | $7,032 | $3,319+111.9% | $4,830+45.6% | $2,565+174.1% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $51,011 | $6,934+635.6% | $10,800+372.3% | $6,261+714.8% |