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 | $100,061 | $70,587+41.8% | $124,693-19.8% | $85,847+16.6% |
| Participation rate | 70.5% | 64.4%+6.0pp | 74.6%-4.2pp | 69.3%+1.1pp |
| Annual return | 8.41% | 20688.83%-20680.4pp | 5144.19%-5135.8pp | 318.61%-310.2pp |
| Employer contribution / active EE | $1,192 | $1,913-37.7% | $3,324-64.1% | $2,565-53.5% |
| Participant deferral / active EE | $4,410 | $2,969+48.6% | $4,615-4.4% | $3,952+11.6% |
| Admin fee / account holder | $55,138 | $5,282+943.9% | $7,494+635.7% | $6,261+780.7% |