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 | $102,670 | $56,063+83.1% | $76,051+35.0% | $80,911+26.9% |
| Participation rate | 95.9% | 62.0%+33.9pp | 69.1%+26.9pp | 67.6%+28.3pp |
| Annual return | 8.52% | 20.54%-12.0pp | 360.42%-351.9pp | 35.63%-27.1pp |
| Employer contribution / active EE | $4,730 | $1,874+152.4% | $2,690+75.8% | $2,756+71.6% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,980 | $5,240-24.0% | $6,416-38.0% | $6,935-42.6% |