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 | $73,271 | $95,406-23.2% | $185,849-60.6% | $85,847-14.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.82% | 23.59%-12.8pp | 122.10%-111.3pp | 318.61%-307.8pp |
| Employer contribution / active EE | $5,925 | $3,314+78.8% | $5,169+14.6% | $2,565+131.0% |
| Participant deferral / active EE | $4,258 | $3,424+24.4% | $5,569-23.5% | $3,952+7.7% |
| Admin fee / account holder | $106,071 | $7,214+1370.3% | $16,244+553.0% | $6,261+1594.2% |