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 | $118,793 | $111,535+6.5% | $105,223+12.9% | $137,256-13.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 8.92% | 237.85%-228.9pp | 180.65%-171.7pp | 220.34%-211.4pp |
| Employer contribution / active EE | $2,011 | $3,939-49.0% | $3,689-45.5% | $4,156-51.6% |
| Participant deferral / active EE | $4,068 | $5,500-26.0% | $5,072-19.8% | $6,407-36.5% |
| Admin fee / account holder | $879 | $9,721-91.0% | $8,859-90.1% | $12,270-92.8% |