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 | $115,098 | $85,766+34.2% | $136,298-15.6% | $70,126+64.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.96% | 31.46%-17.5pp | 5156.27%-5142.3pp | 73.15%-59.2pp |
| Employer contribution / active EE | $946 | $2,966-68.1% | $4,696-79.9% | $2,343-59.6% |
| Participant deferral / active EE | $2,979 | $5,051-41.0% | $6,247-52.3% | $3,332-10.6% |
| Admin fee / account holder | $6,348 | $5,421+17.1% | $9,244-31.3% | $4,645+36.6% |