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 | $108,311 | $48,337+124.1% | $67,560+60.3% | $80,959+33.8% |
| Participation rate | 96.0% | 66.4%+29.6pp | 72.9%+23.1pp | 67.7%+28.3pp |
| Annual return | 10.67% | 18.26%-7.6pp | 3533.50%-3522.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $5,820 | $2,023+187.8% | $2,737+112.7% | $2,757+111.1% |
| Participant deferral / active EE | $5,431 | $2,928+85.5% | $4,004+35.6% | $4,300+26.3% |
| Admin fee / account holder | $14,367 | $3,695+288.8% | $3,994+259.7% | $6,925+107.5% |