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 | $138,657 | $105,856+31.0% | $90,161+53.8% | $147,586-6.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 6.45% | 37.63%-31.2pp | 34.89%-28.4pp | 578.59%-572.1pp |
| Employer contribution / active EE | $8,889 | $4,126+115.4% | $3,318+167.9% | $4,876+82.3% |
| Participant deferral / active EE | $6,244 | $5,733+8.9% | $5,287+18.1% | $5,439+14.8% |
| Admin fee / account holder | $1,251 | $8,046-84.5% | $5,943-79.0% | $10,886-88.5% |