Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $125,995 | $102,385+23.1% | $147,080-14.3% | $80,935+55.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 11.14% | 135.09%-124.0pp | 420.17%-409.0pp | 35.66%-24.5pp |
| Employer contribution / active EE | $10,790 | $3,717+190.3% | $4,933+118.7% | $2,757+291.4% |
| Participant deferral / active EE | $13,922 | $6,651+109.3% | $8,066+72.6% | $4,299+223.8% |
| Admin fee / account holder | $3,720 | $7,951-53.2% | $12,989-71.4% | $6,924-46.3% |