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 | $115,444 | $99,652+15.8% | $78,778+46.5% | $147,586-21.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 5.06% | 47.28%-42.2pp | 35.62%-30.6pp | 578.59%-573.5pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,250 | $3,664+16.0% | $2,958+43.7% | $5,439-21.9% |
| Admin fee / account holder | $1,869 | $7,155-73.9% | $5,134-63.6% | $10,886-82.8% |