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 | $84,065 | $137,414-38.8% | $189,545-55.6% | $85,851-2.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 11.10% | 38.14%-27.0pp | 555.36%-544.3pp | 318.63%-307.5pp |
| Employer contribution / active EE | $3,345 | $4,344-23.0% | $6,162-45.7% | $2,565+30.4% |
| Participant deferral / active EE | $7,333 | $6,260+17.1% | $8,220-10.8% | $3,952+85.5% |
| Admin fee / account holder | $13,896 | $8,630+61.0% | $12,049+15.3% | $6,261+122.0% |