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 | $79,650 | $52,353+52.1% | $120,225-33.7% | $82,448-3.4% |
| Participation rate | 92.1% | 58.3%+33.8pp | 69.6%+22.5pp | 68.1%+24.0pp |
| Annual return | 12.22% | 61.85%-49.6pp | 439.23%-427.0pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,596 | $1,510+5.7% | $3,475-54.1% | $2,551-37.4% |
| Participant deferral / active EE | $3,861 | $2,627+47.0% | $3,999-3.4% | $4,139-6.7% |
| Admin fee / account holder | $3,809 | $4,363-12.7% | $5,696-33.1% | $7,234-47.4% |