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 | $118,260 | $85,171+38.8% | $172,752-31.5% | $72,975+62.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 12.43% | 27.32%-14.9pp | 802.97%-790.5pp | 81.01%-68.6pp |
| Employer contribution / active EE | $4,992 | $3,324+50.2% | $5,144-3.0% | $2,440+104.6% |
| Participant deferral / active EE | $6,210 | $3,260+90.5% | $5,198+19.5% | $3,608+72.1% |
| Admin fee / account holder | $1,390 | $5,880-76.4% | $13,955-90.0% | $5,124-72.9% |