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 | $78,861 | $27,924+182.4% | $58,544+34.7% | $75,181+4.9% |
| Participation rate | 98.1% | 38.8%+59.3pp | 50.9%+47.3pp | 67.2%+30.9pp |
| Annual return | 10.03% | 44.20%-34.2pp | 4249.56%-4239.5pp | 160.69%-150.7pp |
| Employer contribution / active EE | $2,830 | $669+323.0% | $1,053+168.8% | $2,671+6.0% |
| Participant deferral / active EE | $3,623 | $1,202+201.5% | $1,923+88.4% | $4,126-12.2% |
| Admin fee / account holder | $21,116 | $1,726+1123.3% | $2,520+738.0% | $5,650+273.7% |