Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $96,660 | $111,535-13.3% | $105,223-8.1% | $137,256-29.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 10.65% | 237.85%-227.2pp | 180.65%-170.0pp | 220.34%-209.7pp |
| Employer contribution / active EE | $4,413 | $3,939+12.0% | $3,689+19.6% | $4,156+6.2% |
| Participant deferral / active EE | $3,397 | $5,500-38.2% | $5,072-33.0% | $6,407-47.0% |
| Admin fee / account holder | $47,643 | $9,721+390.1% | $8,859+437.8% | $12,270+288.3% |