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 | $70,729 | $85,171-17.0% | $172,753-59.1% | $72,976-3.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 15.05% | 27.32%-12.3pp | 803.00%-787.9pp | 81.02%-66.0pp |
| Employer contribution / active EE | $5,314 | $3,324+59.9% | $5,144+3.3% | $2,440+117.8% |
| Participant deferral / active EE | $11,090 | $3,260+240.2% | $5,198+113.4% | $3,608+207.4% |
| Admin fee / account holder | $1,314 | $5,880-77.7% | $13,956-90.6% | $5,124-74.4% |