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 | $116,962 | $88,778+31.7% | $81,844+42.9% | $145,884-19.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.27% | 1033.03%-1023.8pp | 778.87%-769.6pp | 551.85%-542.6pp |
| Employer contribution / active EE | $4,000 | $3,087+29.6% | $2,916+37.2% | $4,662-14.2% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,455 | $8,430-82.7% | $7,355-80.2% | $13,392-89.1% |