Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $80,809 | $63,346+27.6% | $92,240-12.4% | $70,126+15.2% |
| Participation rate | 85.7% | 68.7%+17.0pp | 76.5%+9.2pp | 69.5%+16.2pp |
| Annual return | 9.23% | 530.19%-521.0pp | 176.29%-167.1pp | 73.15%-63.9pp |
| Employer contribution / active EE | $4,915 | $2,471+98.9% | $3,680+33.6% | $2,343+109.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $21,465 | $3,841+458.9% | $5,194+313.3% | $4,645+362.1% |