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 | $100,832 | $65,395+54.2% | $182,558-44.8% | $72,976+38.2% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 17.47% | 27.68%-10.2pp | 148.59%-131.1pp | 81.02%-63.5pp |
| Employer contribution / active EE | $2,763 | $1,911+44.6% | $4,076-32.2% | $2,440+13.2% |
| Participant deferral / active EE | $4,242 | $3,563+19.1% | $5,526-23.2% | $3,608+17.6% |
| Admin fee / account holder | $11,403 | $4,245+168.6% | $8,594+32.7% | $5,124+122.5% |