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 | $108,405 | $115,225-5.9% | $100,712+7.6% | $138,895-22.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 7.82% | 40.35%-32.5pp | 33.27%-25.4pp | 145.39%-137.6pp |
| Employer contribution / active EE | $1,184 | $2,771-57.3% | $2,313-48.8% | $4,194-71.8% |
| Participant deferral / active EE | $4,380 | $4,699-6.8% | $4,085+7.2% | $6,396-31.5% |
| Admin fee / account holder | $102,111 | $10,844+841.6% | $9,256+1003.2% | $12,562+712.8% |