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 | $48,011+105.8% | $63,803+54.9% | $82,637+19.6% |
| Participation rate | 85.1% | 66.6%+18.5pp | 72.7%+12.4pp | 68.1%+17.1pp |
| Annual return | 9.48% | 19.84%-10.4pp | 543.72%-534.2pp | 53.51%-44.0pp |
| Employer contribution / active EE | $5,114 | $1,904+168.7% | $2,532+101.9% | $2,552+100.4% |
| Participant deferral / active EE | $12,790 | $2,846+349.4% | $3,843+232.8% | $4,126+210.0% |
| Admin fee / account holder | $13,927 | $3,873+259.5% | $5,196+168.0% | $7,339+89.8% |