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 | $87,951 | $99,994-12.0% | $146,643-40.0% | $85,847+2.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 11.22% | 18.93%-7.7pp | 22.75%-11.5pp | 318.61%-307.4pp |
| Employer contribution / active EE | $1,410 | $2,559-44.9% | $4,137-65.9% | $2,565-45.0% |
| Participant deferral / active EE | $6,655 | $4,006+66.1% | $5,506+20.9% | $3,952+68.4% |
| Admin fee / account holder | $11,287 | $7,703+46.5% | $10,280+9.8% | $6,261+80.3% |