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 | $108,241 | $88,087+22.9% | $164,866-34.3% | $74,546+45.2% |
| Participation rate | 98.3% | 73.1%+25.2pp | 78.6%+19.7pp | 67.2%+31.1pp |
| Annual return | 11.27% | 17.27%-6.0pp | 69.97%-58.7pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $6,443 | $2,595+148.2% | $4,343+48.4% | $2,624+145.5% |
| Participant deferral / active EE | $4,697 | $4,499+4.4% | $6,033-22.1% | $4,347+8.0% |
| Admin fee / account holder | $1,744 | $2,232-21.9% | $12,689-86.3% | $1,944-10.3% |