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 | $123,365 | $77,638+58.9% | $156,551-21.2% | $62,881+96.2% |
| Participation rate | 92.5% | 71.2%+21.3pp | 84.0%+8.5pp | 69.3%+23.2pp |
| Annual return | 1.63% | 50.33%-48.7pp | 32.23%-30.6pp | 20.14%-18.5pp |
| Employer contribution / active EE | $8,042 | $3,444+133.5% | $5,501+46.2% | $2,281+252.6% |
| Participant deferral / active EE | $1,404 | $3,046-53.9% | $4,871-71.2% | $3,203-56.2% |
| Admin fee / account holder | $36,248 | $5,561+551.8% | $13,028+178.2% | $4,296+743.8% |