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 | $100,507 | $70,418+42.7% | $96,570+4.1% | $85,847+17.1% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 10.66% | 18.59%-7.9pp | 37.79%-27.1pp | 318.61%-307.9pp |
| Employer contribution / active EE | $2,313 | $1,413+63.6% | $2,357-1.9% | $2,565-9.9% |
| Participant deferral / active EE | $3,998 | $2,894+38.1% | $3,849+3.9% | $3,952+1.1% |
| Admin fee / account holder | $1,379 | $4,995-72.4% | $6,182-77.7% | $6,261-78.0% |