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 | $202,041 | $102,393+97.3% | $147,041+37.4% | $80,911+149.7% |
| Participation rate | 80.0% | 75.9%+4.1pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 8.06% | 134.95%-126.9pp | 419.21%-411.2pp | 35.63%-27.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,535 | $6,647-1.7% | $8,071-19.0% | $4,297+52.1% |
| Admin fee / account holder | $3,807 | $7,943-52.1% | $13,006-70.7% | $6,935-45.1% |