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 | $94,053 | $105,198-10.6% | $159,455-41.0% | $85,856+9.5% |
| Participation rate | 82.1% | 75.8%+6.3pp | 82.8%-0.8pp | 69.3%+12.7pp |
| Annual return | 10.80% | 45.08%-34.3pp | 263.63%-252.8pp | 318.58%-307.8pp |
| Employer contribution / active EE | $2,001 | $3,319-39.7% | $4,830-58.6% | $2,565-22.0% |
| Participant deferral / active EE | $5,938 | $5,946-0.1% | $7,353-19.2% | $3,952+50.3% |
| Admin fee / account holder | $5,909 | $6,934-14.8% | $10,800-45.3% | $6,261-5.6% |