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 | $63,964 | $48,570+31.7% | $130,660-51.0% | $72,983-12.4% |
| Participation rate | 96.4% | 58.6%+37.9pp | 71.7%+24.7pp | 69.5%+26.9pp |
| Annual return | 8.46% | 38.63%-30.2pp | 1709.29%-1700.8pp | 81.01%-72.5pp |
| Employer contribution / active EE | $1,616 | $1,334+21.2% | $4,092-60.5% | $2,440-33.7% |
| Participant deferral / active EE | $3,375 | $2,384+41.6% | $3,603-6.3% | $3,608-6.4% |
| Admin fee / account holder | $740 | $3,549-79.2% | $5,463-86.5% | $5,124-85.6% |