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 | $120,897 | $70,366+71.8% | $66,674+81.3% | $138,895-13.0% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.7%+12.0pp | 79.9%+5.8pp |
| Annual return | 10.26% | 386.41%-376.2pp | 321.24%-311.0pp | 145.39%-135.1pp |
| Employer contribution / active EE | $10,669 | $2,765+285.9% | $2,620+307.2% | $4,194+154.4% |
| Participant deferral / active EE | $8,152 | $4,374+86.4% | $4,084+99.6% | $6,396+27.5% |
| Admin fee / account holder | $7,876 | $5,262+49.7% | $5,098+54.5% | $12,562-37.3% |