Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $113,006 | $102,429+10.3% | $147,096-23.2% | $80,925+39.6% |
| Participation rate | 88.1% | 75.9%+12.3pp | 82.2%+6.0pp | 67.7%+20.5pp |
| Annual return | 1.06% | 135.02%-134.0pp | 419.75%-418.7pp | 35.65%-34.6pp |
| Employer contribution / active EE | $5,397 | $3,716+45.2% | $4,936+9.3% | $2,756+95.8% |
| Participant deferral / active EE | $15,007 | $6,649+125.7% | $8,071+85.9% | $4,299+249.1% |
| Admin fee / account holder | $8,602 | $7,957+8.1% | $13,005-33.9% | $6,940+23.9% |