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 | $108,053 | $72,071+49.9% | $68,368+58.0% | $137,256-21.3% |
| Participation rate | 76.5% | 76.2%+0.2pp | 73.8%+2.7pp | 80.0%-3.5pp |
| Annual return | 11.57% | 353.14%-341.6pp | 292.57%-281.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $5,811 | $2,788+108.4% | $2,649+119.4% | $4,156+39.8% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,816 | $5,336-47.2% | $5,150-45.3% | $12,270-77.0% |