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 | $117,596 | $103,000+14.2% | $90,300+30.2% | $152,885-23.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 4.15% | 95.19%-91.0pp | 78.11%-74.0pp | 345.39%-341.2pp |
| Employer contribution / active EE | $5,622 | $3,138+79.1% | $2,854+97.0% | $4,763+18.0% |
| Participant deferral / active EE | $10,332 | $4,281+141.4% | $3,884+166.0% | $5,851+76.6% |
| Admin fee / account holder | $24,336 | $6,173+294.2% | $5,353+354.6% | $11,598+109.8% |