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 | $88,445 | $60,139+47.1% | $90,461-2.2% | $79,856+10.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 3.94% | 71.96%-68.0pp | 1294.76%-1290.8pp | 31.71%-27.8pp |
| Employer contribution / active EE | $2,885 | $2,069+39.5% | $3,264-11.6% | $2,471+16.7% |
| Participant deferral / active EE | $3,313 | $2,939+12.7% | $3,964-16.4% | $3,741-11.4% |
| Admin fee / account holder | $6,922 | $3,978+74.0% | $5,617+23.2% | $5,306+30.4% |