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 | $95,410 | $82,028+16.3% | $123,105-22.5% | $59,633+60.0% |
| Participation rate | 96.0% | 83.2%+12.8pp | 86.8%+9.2pp | 68.7%+27.3pp |
| Annual return | -4.29% | 5.12%-9.4pp | 13.22%-17.5pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $8,866 | $3,297+168.9% | $5,151+72.1% | $2,203+302.5% |
| Participant deferral / active EE | $14,588 | $4,667+212.6% | $6,229+134.2% | $3,192+357.1% |
| Admin fee / account holder | $10,668 | $5,879+81.5% | $9,014+18.4% | $4,297+148.3% |