Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $68,391 | $102,422-33.2% | $147,117-53.5% | $80,959-15.5% |
| Participation rate | 98.5% | 75.9%+22.7pp | 82.2%+16.3pp | 67.7%+30.9pp |
| Annual return | 10.27% | 135.16%-124.9pp | 420.54%-410.3pp | 35.67%-25.4pp |
| Employer contribution / active EE | $7,233 | $3,717+94.6% | $4,932+46.6% | $2,757+162.3% |
| Participant deferral / active EE | $6,256 | $6,652-5.9% | $8,065-22.4% | $4,300+45.5% |
| Admin fee / account holder | $1,306 | $7,953-83.6% | $12,993-89.9% | $6,925-81.1% |