Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $180,541 | $102,385+76.3% | $147,080+22.7% | $80,935+123.1% |
| Participation rate | 98.3% | 75.9%+22.4pp | 82.2%+16.1pp | 67.7%+30.6pp |
| Annual return | 8.09% | 135.09%-127.0pp | 420.17%-412.1pp | 35.66%-27.6pp |
| Employer contribution / active EE | $5,928 | $3,717+59.5% | $4,933+20.2% | $2,757+115.0% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,429 | $7,951-69.4% | $12,989-81.3% | $6,924-64.9% |