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 | $97,631 | $85,766+13.8% | $136,298-28.4% | $70,126+39.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.01% | 31.46%-17.4pp | 5156.27%-5142.3pp | 73.15%-59.1pp |
| Employer contribution / active EE | $3,179 | $2,966+7.2% | $4,696-32.3% | $2,343+35.7% |
| Participant deferral / active EE | $6,468 | $5,051+28.0% | $6,247+3.5% | $3,332+94.1% |
| Admin fee / account holder | $2,540 | $5,421-53.1% | $9,244-72.5% | $4,645-45.3% |