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 | $105,862 | $48,327+119.1% | $67,575+56.7% | $80,935+30.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 10.96% | 18.31%-7.3pp | 3528.98%-3518.0pp | 35.66%-24.7pp |
| Employer contribution / active EE | $8,960 | $2,022+343.0% | $2,736+227.5% | $2,757+225.0% |
| Participant deferral / active EE | $6,931 | $2,927+136.8% | $4,003+73.1% | $4,299+61.2% |
| Admin fee / account holder | $4,425 | $3,692+19.8% | $3,993+10.8% | $6,924-36.1% |