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 | $131,162 | $57,312+128.9% | $86,617+51.4% | $75,181+74.5% |
| Participation rate | 73.0% | 63.2%+9.8pp | 71.7%+1.3pp | 67.2%+5.8pp |
| Annual return | 9.17% | 2672.78%-2663.6pp | 591.91%-582.7pp | 160.69%-151.5pp |
| Employer contribution / active EE | $2,840 | $2,315+22.6% | $3,023-6.1% | $2,671+6.3% |
| Participant deferral / active EE | $6,845 | $3,319+106.2% | $4,437+54.3% | $4,126+65.9% |
| Admin fee / account holder | $26,695 | $4,114+548.9% | $5,613+375.6% | $5,650+372.5% |