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 | $98,804 | $55,457+78.2% | $77,361+27.7% | $94,015+5.1% |
| Participation rate | 85.1% | 69.8%+15.3pp | 75.0%+10.1pp | 70.8%+14.3pp |
| Annual return | 9.48% | 15.57%-6.1pp | 1011.54%-1002.1pp | 17.84%-8.4pp |
| Employer contribution / active EE | $5,114 | $2,255+126.8% | $2,990+71.0% | $2,790+83.3% |
| Participant deferral / active EE | $12,790 | $3,069+316.7% | $3,911+227.0% | $4,249+201.0% |
| Admin fee / account holder | $13,927 | $4,334+221.3% | $5,894+136.3% | $8,951+55.6% |