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 | $90,060 | $96,691-6.9% | $86,656+3.9% | $139,487-35.4% |
| Participation rate | 92.3% | 74.4%+17.9pp | 71.7%+20.6pp | 80.3%+12.0pp |
| Annual return | 7.32% | 106.87%-99.5pp | 593.09%-585.8pp | 373.84%-366.5pp |
| Employer contribution / active EE | $2,157 | $3,267-34.0% | $3,025-28.7% | $4,755-54.6% |
| Participant deferral / active EE | $1,323 | $4,838-72.7% | $4,439-70.2% | $6,713-80.3% |
| Admin fee / account holder | $2,148 | $6,414-66.5% | $5,619-61.8% | $11,407-81.2% |