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 | $113,379 | $28,624+296.1% | $53,647+111.3% | $82,637+37.2% |
| Participation rate | 100.0% | 47.3%+52.7pp | 56.3%+43.7pp | 68.1%+31.9pp |
| Annual return | 7.37% | 664.98%-657.6pp | 358.33%-351.0pp | 53.51%-46.1pp |
| Employer contribution / active EE | $4,843 | $637+660.7% | $962+403.4% | $2,552+89.8% |
| Participant deferral / active EE | $3,028 | $1,196+153.1% | $1,813+67.0% | $4,126-26.6% |
| Admin fee / account holder | $96,387 | $2,022+4667.6% | $2,460+3818.3% | $7,339+1213.4% |