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 | $72,084 | $63,342+13.8% | $92,235-21.8% | $70,131+2.8% |
| Participation rate | 98.0% | 68.7%+29.4pp | 76.5%+21.6pp | 69.5%+28.5pp |
| Annual return | 8.53% | 530.15%-521.6pp | 176.28%-167.8pp | 73.14%-64.6pp |
| Employer contribution / active EE | $7,734 | $2,471+213.0% | $3,679+110.2% | $2,342+230.1% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,694 | $3,840-55.9% | $5,194-67.4% | $4,645-63.5% |