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 | $114,903 | $150,346-23.6% | $120,524-4.7% | $145,877-21.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 8.16% | 154.40%-146.2pp | 107.36%-99.2pp | 551.28%-543.1pp |
| Employer contribution / active EE | $2,555 | $4,353-41.3% | $3,469-26.4% | $4,663-45.2% |
| Participant deferral / active EE | $5,390 | $6,172-12.7% | $4,994+7.9% | $6,691-19.4% |
| Admin fee / account holder | $14,404 | $12,215+17.9% | $9,440+52.6% | $13,402+7.5% |