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 | $96,424 | $102,385-5.8% | $147,080-34.4% | $80,935+19.1% |
| Participation rate | 82.1% | 75.9%+6.3pp | 82.2%0pp | 67.7%+14.5pp |
| Annual return | 8.53% | 135.09%-126.6pp | 420.17%-411.6pp | 35.66%-27.1pp |
| Employer contribution / active EE | $2,379 | $3,717-36.0% | $4,933-51.8% | $2,757-13.7% |
| Participant deferral / active EE | $5,870 | $6,651-11.7% | $8,066-27.2% | $4,299+36.5% |
| Admin fee / account holder | $27,801 | $7,951+249.6% | $12,989+114.0% | $6,924+301.5% |