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 | $114,131 | $102,382+11.5% | $147,005-22.4% | $80,874+41.1% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 11.68% | 134.89%-123.2pp | 418.76%-407.1pp | 35.62%-23.9pp |
| Employer contribution / active EE | $5,499 | $3,715+48.0% | $4,934+11.5% | $2,756+99.6% |
| Participant deferral / active EE | $2,784 | $6,646-58.1% | $8,070-65.5% | $4,297-35.2% |
| Admin fee / account holder | $53,716 | $7,942+576.3% | $13,006+313.0% | $6,935+674.5% |