Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $89,097 | $58,311+52.8% | $81,882+8.8% | $80,959+10.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 9.16% | 41.85%-32.7pp | 779.47%-770.3pp | 35.67%-26.5pp |
| Employer contribution / active EE | $3,114 | $2,347+32.7% | $2,916+6.8% | $2,757+13.0% |
| Participant deferral / active EE | $6,223 | $3,287+89.3% | $4,323+44.0% | $4,300+44.7% |
| Admin fee / account holder | $3,344 | $4,752-29.6% | $7,360-54.6% | $6,925-51.7% |