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 | $99,365 | $52,279+90.1% | $89,414+11.1% | $79,852+24.4% |
| Participation rate | 72.5% | 57.5%+15.0pp | 68.0%+4.5pp | 69.6%+2.9pp |
| Annual return | 7.70% | 22.16%-14.5pp | 245.50%-237.8pp | 31.72%-24.0pp |
| Employer contribution / active EE | $1,003 | $1,572-36.2% | $2,586-61.2% | $2,471-59.4% |
| Participant deferral / active EE | $2,416 | $2,740-11.8% | $3,890-37.9% | $3,740-35.4% |
| Admin fee / account holder | $16,456 | $3,356+390.3% | $4,883+237.0% | $5,306+210.1% |