Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $99,033 | $70,587+40.3% | $124,694-20.6% | $85,851+15.4% |
| Participation rate | 91.1% | 64.4%+26.7pp | 74.6%+16.5pp | 69.3%+21.8pp |
| Annual return | 8.71% | 20688.83%-20680.1pp | 5144.82%-5136.1pp | 318.63%-309.9pp |
| Employer contribution / active EE | $3,150 | $1,913+64.6% | $3,325-5.3% | $2,565+22.8% |
| Participant deferral / active EE | $5,066 | $2,969+70.6% | $4,615+9.8% | $3,952+28.2% |
| Admin fee / account holder | $23,201 | $5,282+339.2% | $7,495+209.5% | $6,261+270.6% |