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 | $121,697 | $111,535+9.1% | $105,223+15.7% | $137,256-11.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.17% | 237.85%-226.7pp | 180.65%-169.5pp | 220.34%-209.2pp |
| Employer contribution / active EE | $2,192 | $3,939-44.4% | $3,689-40.6% | $4,156-47.3% |
| Participant deferral / active EE | $4,075 | $5,500-25.9% | $5,072-19.7% | $6,407-36.4% |
| Admin fee / account holder | $58,202 | $9,721+498.7% | $8,859+557.0% | $12,270+374.3% |