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 | $105,985 | $118,467-10.5% | $98,450+7.7% | $139,456-24.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 5.90% | 18.95%-13.0pp | 21.16%-15.3pp | 373.45%-367.5pp |
| Employer contribution / active EE | $4,190 | $3,611+16.0% | $3,049+37.4% | $4,753-11.8% |
| Participant deferral / active EE | $3,085 | $5,393-42.8% | $4,739-34.9% | $6,711-54.0% |
| Admin fee / account holder | $24,482 | $14,057+74.2% | $8,961+173.2% | $11,407+114.6% |