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 | $114,343 | $89,367+27.9% | $141,191-19.0% | $72,975+56.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.83% | 111.87%-96.0pp | 71.41%-55.6pp | 81.01%-65.2pp |
| Employer contribution / active EE | $6,994 | $3,115+124.5% | $4,736+47.7% | $2,440+186.6% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $26,021 | $5,957+336.8% | $10,264+153.5% | $5,124+407.8% |