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 | $120,458 | $57,312+110.2% | $86,617+39.1% | $75,181+60.2% |
| Participation rate | 90.7% | 63.2%+27.5pp | 71.7%+19.0pp | 67.2%+23.5pp |
| Annual return | 12.08% | 2672.78%-2660.7pp | 591.91%-579.8pp | 160.69%-148.6pp |
| Employer contribution / active EE | $1,184 | $2,315-48.9% | $3,023-60.8% | $2,671-55.7% |
| Participant deferral / active EE | $6,149 | $3,319+85.3% | $4,437+38.6% | $4,126+49.0% |
| Admin fee / account holder | $664 | $4,114-83.9% | $5,613-88.2% | $5,650-88.3% |