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 | $122,393 | $102,422+19.5% | $147,117-16.8% | $80,959+51.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 11.61% | 135.16%-123.5pp | 420.54%-408.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $8,881 | $3,717+138.9% | $4,932+80.1% | $2,757+222.1% |
| Participant deferral / active EE | $7,977 | $6,652+19.9% | $8,065-1.1% | $4,300+85.5% |
| Admin fee / account holder | $3,333 | $7,953-58.1% | $12,993-74.4% | $6,925-51.9% |