Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $99,343 | $185,905-46.6% | $170,057-41.6% | $139,487-28.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.26% | 60.56%-50.3pp | 53.42%-43.2pp | 373.84%-363.6pp |
| Employer contribution / active EE | $3,000 | $7,597-60.5% | $6,790-55.8% | $4,755-36.9% |
| Participant deferral / active EE | $6,286 | $11,627-45.9% | $10,411-39.6% | $6,713-6.4% |
| Admin fee / account holder | $41,162 | $15,397+167.3% | $12,826+220.9% | $11,407+260.8% |