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 | $125,502 | $95,415+31.5% | $185,851-32.5% | $85,851+46.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.35% | 23.59%-13.2pp | 122.11%-111.8pp | 318.63%-308.3pp |
| Employer contribution / active EE | $4,335 | $3,314+30.8% | $5,168-16.1% | $2,565+69.0% |
| Participant deferral / active EE | $5,741 | $3,424+67.7% | $5,569+3.1% | $3,952+45.3% |
| Admin fee / account holder | $14,868 | $7,215+106.1% | $16,245-8.5% | $6,261+137.5% |