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 | $107,496 | $98,766+8.8% | $149,730-28.2% | $79,852+34.6% |
| Participation rate | 81.8% | 75.8%+6.0pp | 82.5%-0.7pp | 69.6%+12.2pp |
| Annual return | 7.88% | 27.43%-19.5pp | 276.70%-268.8pp | 31.72%-23.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,383 | $5,681+12.4% | $6,843-6.7% | $3,740+70.7% |
| Admin fee / account holder | $8,437 | $6,052+39.4% | $9,310-9.4% | $5,306+59.0% |