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 | $94,632 | $85,766+10.3% | $136,298-30.6% | $70,126+34.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.87% | 31.46%-17.6pp | 5156.27%-5142.4pp | 73.15%-59.3pp |
| Employer contribution / active EE | $2,414 | $2,966-18.6% | $4,696-48.6% | $2,343+3.1% |
| Participant deferral / active EE | $5,970 | $5,051+18.2% | $6,247-4.4% | $3,332+79.2% |
| Admin fee / account holder | $2,722 | $5,421-49.8% | $9,244-70.6% | $4,645-41.4% |