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 | $108,382 | $99,011+9.5% | $86,582+25.2% | $147,586-26.6% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 7.78% | 1312.75%-1305.0pp | 965.08%-957.3pp | 578.59%-570.8pp |
| Employer contribution / active EE | $2,741 | $3,132-12.5% | $2,839-3.5% | $4,876-43.8% |
| Participant deferral / active EE | $2,207 | $3,972-44.4% | $3,609-38.8% | $5,439-59.4% |
| Admin fee / account holder | $1,931 | $5,709-66.2% | $4,904-60.6% | $10,886-82.3% |