Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $115,384 | $77,908+48.1% | $149,696-22.9% | $75,173+53.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 7.93% | 31.73%-23.8pp | 134.46%-126.5pp | 160.72%-152.8pp |
| Employer contribution / active EE | $1,880 | $3,138-40.1% | $4,821-61.0% | $2,671-29.6% |
| Participant deferral / active EE | $3,046 | $3,411-10.7% | $5,682-46.4% | $4,126-26.2% |
| Admin fee / account holder | $4,293 | $5,950-27.8% | $13,212-67.5% | $5,651-24.0% |