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 | $132,758 | $100,203+32.5% | $85,240+55.7% | $145,897-9.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 6.86% | 84.28%-77.4pp | 66.75%-59.9pp | 552.29%-545.4pp |
| Employer contribution / active EE | $1,881 | $3,242-42.0% | $2,735-31.2% | $4,663-59.7% |
| Participant deferral / active EE | $13,753 | $5,299+159.6% | $4,527+203.8% | $6,689+105.6% |
| Admin fee / account holder | $1,313 | $7,265-81.9% | $6,165-78.7% | $13,390-90.2% |