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 | $145,796 | $102,422+42.3% | $147,117-0.9% | $80,959+80.1% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.7%+25.2pp |
| Annual return | 11.31% | 135.16%-123.8pp | 420.54%-409.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $17,590 | $3,717+373.2% | $4,932+256.6% | $2,757+538.0% |
| Participant deferral / active EE | $22,163 | $6,652+233.2% | $8,065+174.8% | $4,300+415.4% |
| Admin fee / account holder | $40,567 | $7,953+410.0% | $12,993+212.2% | $6,925+485.8% |