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 | $101,735 | $208,088-51.1% | $186,193-45.4% | $154,746-34.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 5.64% | 89.97%-84.3pp | 78.03%-72.4pp | 172.34%-166.7pp |
| Employer contribution / active EE | $3,751 | $4,340-13.6% | $3,918-4.3% | $4,379-14.3% |
| Participant deferral / active EE | $8,556 | $7,078+20.9% | $6,513+31.4% | $6,730+27.1% |
| Admin fee / account holder | $57,651 | $11,698+392.8% | $11,058+421.4% | $14,365+301.3% |