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 | $132,564 | $105,210+26.0% | $159,487-16.9% | $85,851+54.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.15% | 45.08%-32.9pp | 263.71%-251.6pp | 318.63%-306.5pp |
| Employer contribution / active EE | $3,203 | $3,319-3.5% | $4,831-33.7% | $2,565+24.8% |
| Participant deferral / active EE | $7,519 | $5,946+26.5% | $7,354+2.2% | $3,952+90.2% |
| Admin fee / account holder | $4,319 | $6,934-37.7% | $10,804-60.0% | $6,261-31.0% |