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 | $103,304 | $102,385+0.9% | $147,080-29.8% | $80,935+27.6% |
| Participation rate | 88.0% | 75.9%+12.1pp | 82.2%+5.8pp | 67.7%+20.3pp |
| Annual return | 9.89% | 135.09%-125.2pp | 420.17%-410.3pp | 35.66%-25.8pp |
| Employer contribution / active EE | $2,042 | $3,717-45.1% | $4,933-58.6% | $2,757-25.9% |
| Participant deferral / active EE | $5,851 | $6,651-12.0% | $8,066-27.5% | $4,299+36.1% |
| Admin fee / account holder | $96,200 | $7,951+1109.9% | $12,989+640.6% | $6,924+1289.3% |