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 | $111,954 | $98,776+13.3% | $149,745-25.2% | $79,856+40.2% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.5%+13.9pp | 69.6%+26.8pp |
| Annual return | 7.05% | 27.38%-20.3pp | 276.72%-269.7pp | 31.71%-24.7pp |
| Employer contribution / active EE | $7,444 | $3,217+131.4% | $4,646+60.2% | $2,471+201.2% |
| Participant deferral / active EE | $7,917 | $5,681+39.4% | $6,843+15.7% | $3,741+111.7% |
| Admin fee / account holder | $63,601 | $6,053+950.8% | $9,312+583.0% | $5,306+1098.6% |