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 | $160,051 | $105,210+52.1% | $159,487+0.4% | $85,851+86.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.47% | 45.08%-32.6pp | 263.71%-251.2pp | 318.63%-306.2pp |
| Employer contribution / active EE | $6,731 | $3,319+102.8% | $4,831+39.3% | $2,565+162.4% |
| Participant deferral / active EE | $6,493 | $5,946+9.2% | $7,354-11.7% | $3,952+64.3% |
| Admin fee / account holder | $1,096 | $6,934-84.2% | $10,804-89.9% | $6,261-82.5% |