Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $120,480 | $104,251+15.6% | $91,004+32.4% | $147,586-18.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 1.22% | 27.06%-25.8pp | 4.60%-3.4pp | 578.59%-577.4pp |
| Employer contribution / active EE | $9,091 | $3,116+191.8% | $2,456+270.2% | $4,876+86.4% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,249 | $8,948-74.9% | $5,417-58.5% | $10,886-79.3% |