Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $128,066 | $100,147+27.9% | $81,286+57.5% | $145,877-12.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 5.82% | 34.44%-28.6pp | 24.80%-19.0pp | 551.28%-545.5pp |
| Employer contribution / active EE | $5,000 | $2,977+67.9% | $2,463+103.0% | $4,663+7.2% |
| Participant deferral / active EE | $20,000 | $4,607+334.1% | $3,883+415.0% | $6,691+198.9% |
| Admin fee / account holder | $57,668 | $8,201+603.2% | $5,764+900.5% | $13,402+330.3% |