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 | $137,417 | $48,327+184.3% | $67,575+103.4% | $80,935+69.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 10.53% | 18.31%-7.8pp | 3528.98%-3518.5pp | 35.66%-25.1pp |
| Employer contribution / active EE | $9,509 | $2,022+370.2% | $2,736+247.6% | $2,757+244.9% |
| Participant deferral / active EE | $8,069 | $2,927+175.7% | $4,003+101.6% | $4,299+87.7% |
| Admin fee / account holder | $7,566 | $3,692+104.9% | $3,993+89.5% | $6,924+9.3% |