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 | $153,038 | $102,393+49.5% | $147,041+4.1% | $80,911+89.1% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.6%+24.4pp |
| Annual return | 9.82% | 134.95%-125.1pp | 419.21%-409.4pp | 35.63%-25.8pp |
| Employer contribution / active EE | $8,477 | $3,715+128.2% | $4,935+71.8% | $2,756+207.6% |
| Participant deferral / active EE | $12,918 | $6,647+94.4% | $8,071+60.1% | $4,297+200.6% |
| Admin fee / account holder | $4,964 | $7,943-37.5% | $13,006-61.8% | $6,935-28.4% |