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 | $70,724 | $51,638+37.0% | $68,368+3.4% | $82,448-14.2% |
| Participation rate | 89.4% | 63.6%+25.8pp | 73.8%+15.6pp | 68.1%+21.3pp |
| Annual return | 5.84% | 37.53%-31.7pp | 292.57%-286.7pp | 41.64%-35.8pp |
| Employer contribution / active EE | $3,050 | $2,047+49.0% | $2,649+15.1% | $2,551+19.6% |
| Participant deferral / active EE | $8,129 | $2,914+179.0% | $4,123+97.2% | $4,139+96.4% |
| Admin fee / account holder | $9,922 | $4,643+113.7% | $5,150+92.7% | $7,234+37.1% |