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 | $135,160 | $78,428+72.3% | $95,960+40.8% | $79,852+69.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 8.50% | 19.37%-10.9pp | 91.63%-83.1pp | 31.72%-23.2pp |
| Employer contribution / active EE | $4,641 | $1,945+138.5% | $2,541+82.6% | $2,471+87.8% |
| Participant deferral / active EE | $8,618 | $3,440+150.5% | $4,167+106.8% | $3,740+130.4% |
| Admin fee / account holder | $13,557 | $5,622+141.1% | $6,797+99.5% | $5,306+155.5% |