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 | $91,824 | $175,212-47.6% | $149,682-38.7% | $139,427-34.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.75% | 166.63%-156.9pp | 134.35%-124.6pp | 373.27%-363.5pp |
| Employer contribution / active EE | $4,582 | $5,475-16.3% | $4,818-4.9% | $4,752-3.6% |
| Participant deferral / active EE | $7,227 | $6,520+10.9% | $5,681+27.2% | $6,711+7.7% |
| Admin fee / account holder | $6,678 | $16,150-58.6% | $13,210-49.4% | $11,404-41.4% |