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 | $104,264 | $102,393+1.8% | $147,041-29.1% | $80,911+28.9% |
| Participation rate | 80.6% | 75.9%+4.8pp | 82.2%-1.5pp | 67.6%+13.0pp |
| Annual return | 9.55% | 134.95%-125.4pp | 419.21%-409.7pp | 35.63%-26.1pp |
| Employer contribution / active EE | $3,063 | $3,715-17.6% | $4,935-37.9% | $2,756+11.1% |
| Participant deferral / active EE | $6,825 | $6,647+2.7% | $8,071-15.4% | $4,297+58.8% |
| Admin fee / account holder | $8,221 | $7,943+3.5% | $13,006-36.8% | $6,935+18.5% |