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 | $83,061 | $102,385-18.9% | $147,080-43.5% | $80,935+2.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 9.49% | 135.09%-125.6pp | 420.17%-410.7pp | 35.66%-26.2pp |
| Employer contribution / active EE | $6,222 | $3,717+67.4% | $4,933+26.1% | $2,757+125.7% |
| Participant deferral / active EE | $4,371 | $6,651-34.3% | $8,066-45.8% | $4,299+1.7% |
| Admin fee / account holder | $10,838 | $7,951+36.3% | $12,989-16.6% | $6,924+56.5% |