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 | $114,349 | $105,200+8.7% | $159,474-28.3% | $85,847+33.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 11.19% | 45.08%-33.9pp | 263.68%-252.5pp | 318.61%-307.4pp |
| Employer contribution / active EE | $6,189 | $3,319+86.5% | $4,831+28.1% | $2,565+141.3% |
| Participant deferral / active EE | $9,234 | $5,946+55.3% | $7,353+25.6% | $3,952+133.7% |
| Admin fee / account holder | $49,707 | $6,934+616.8% | $10,802+360.1% | $6,261+694.0% |