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 | $106,067 | $78,690+34.8% | $161,489-34.3% | $87,485+21.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 11.57% | 32.74%-21.2pp | 89.72%-78.1pp | 26.06%-14.5pp |
| Employer contribution / active EE | $4,125 | $2,588+59.4% | $4,268-3.4% | $2,596+58.9% |
| Participant deferral / active EE | $5,719 | $3,311+72.7% | $5,630+1.6% | $4,274+33.8% |
| Admin fee / account holder | $17,413 | $6,724+159.0% | $16,006+8.8% | $7,775+124.0% |