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 | $90,463 | $105,210-14.0% | $159,487-43.3% | $85,851+5.4% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.8%+6.1pp | 69.3%+19.6pp |
| Annual return | 12.26% | 45.08%-32.8pp | 263.71%-251.4pp | 318.63%-306.4pp |
| Employer contribution / active EE | $7,691 | $3,319+131.7% | $4,831+59.2% | $2,565+199.8% |
| Participant deferral / active EE | $5,719 | $5,946-3.8% | $7,354-22.2% | $3,952+44.7% |
| Admin fee / account holder | $17,629 | $6,934+154.2% | $10,804+63.2% | $6,261+181.6% |