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 | $86,376 | $99,011-12.8% | $86,582-0.2% | $147,586-41.5% |
| Participation rate | 93.3% | 76.3%+17.0pp | 73.5%+19.8pp | 82.8%+10.5pp |
| Annual return | 8.08% | 1312.75%-1304.7pp | 965.08%-957.0pp | 578.59%-570.5pp |
| Employer contribution / active EE | $9,278 | $3,132+196.2% | $2,839+226.7% | $4,876+90.3% |
| Participant deferral / active EE | $5,679 | $3,972+43.0% | $3,609+57.4% | $5,439+4.4% |
| Admin fee / account holder | $1,890 | $5,709-66.9% | $4,904-61.5% | $10,886-82.6% |