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 | $101,967 | $95,406+6.9% | $185,849-45.1% | $85,847+18.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.65% | 23.59%-12.9pp | 122.10%-111.4pp | 318.61%-308.0pp |
| Employer contribution / active EE | $8,388 | $3,314+153.1% | $5,169+62.3% | $2,565+227.0% |
| Participant deferral / active EE | $5,661 | $3,424+65.4% | $5,569+1.7% | $3,952+43.2% |
| Admin fee / account holder | $1,073 | $7,214-85.1% | $16,244-93.4% | $6,261-82.9% |