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 | $129,925 | $137,414-5.4% | $189,545-31.5% | $85,851+51.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 11.04% | 38.14%-27.1pp | 555.36%-544.3pp | 318.63%-307.6pp |
| Employer contribution / active EE | $4,965 | $4,344+14.3% | $6,162-19.4% | $2,565+93.5% |
| Participant deferral / active EE | $6,665 | $6,260+6.5% | $8,220-18.9% | $3,952+68.6% |
| Admin fee / account holder | $1,819 | $8,630-78.9% | $12,049-84.9% | $6,261-70.9% |