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 | $106,744 | $52,279+104.2% | $89,435+19.4% | $79,856+33.7% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 10.42% | 22.16%-11.7pp | 245.55%-235.1pp | 31.71%-21.3pp |
| Employer contribution / active EE | $4,033 | $1,572+156.7% | $2,587+55.9% | $2,471+63.2% |
| Participant deferral / active EE | $12,153 | $2,740+343.5% | $3,890+212.4% | $3,741+224.9% |
| Admin fee / account holder | $6,866 | $3,356+104.6% | $4,884+40.6% | $5,306+29.4% |