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 | $118,572 | $124,351-4.6% | $109,188+8.6% | $167,553-29.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 8.10% | 26.04%-17.9pp | 25.76%-17.7pp | 478.89%-470.8pp |
| Employer contribution / active EE | $40,667 | $4,210+866.0% | $3,723+992.3% | $4,840+740.3% |
| Participant deferral / active EE | $13,942 | $5,257+165.2% | $4,654+199.6% | $6,343+119.8% |
| Admin fee / account holder | $27,718 | $7,975+247.6% | $6,755+310.3% | $12,316+125.1% |