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 | $116,458 | $63,703+82.8% | $93,063+25.1% | $82,448+41.3% |
| Participation rate | 97.8% | 63.8%+34.0pp | 72.1%+25.7pp | 68.1%+29.8pp |
| Annual return | 10.63% | -775.43%+786.1pp | 34.15%-23.5pp | 41.64%-31.0pp |
| Employer contribution / active EE | $2,836 | $1,729+64.0% | $2,476+14.5% | $2,551+11.2% |
| Participant deferral / active EE | $7,684 | $2,919+163.2% | $3,958+94.1% | $4,139+85.6% |
| Admin fee / account holder | $37,332 | $5,982+524.1% | $6,033+518.8% | $7,234+416.0% |