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 | $111,212 | $47,479+134.2% | $62,929+76.7% | $82,448+34.9% |
| Participation rate | 75.0% | 66.9%+8.1pp | 73.1%+1.9pp | 68.1%+6.9pp |
| Annual return | 8.53% | 20.34%-11.8pp | 1063.93%-1055.4pp | 41.64%-33.1pp |
| Employer contribution / active EE | $2,403 | $1,885+27.5% | $2,505-4.0% | $2,551-5.8% |
| Participant deferral / active EE | $5,053 | $2,870+76.0% | $3,888+30.0% | $4,139+22.1% |
| Admin fee / account holder | $45,640 | $3,804+1099.9% | $5,065+801.2% | $7,234+530.9% |