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 | $103,786 | $101,591+2.2% | $147,096-29.4% | $74,429+39.4% |
| Participation rate | 74.5% | 75.5%-1.0pp | 82.2%-7.7pp | 67.2%+7.3pp |
| Annual return | 9.44% | 8746.45%-8737.0pp | 419.75%-410.3pp | 1368.38%-1358.9pp |
| Employer contribution / active EE | $2,838 | $3,813-25.6% | $4,936-42.5% | $2,625+8.1% |
| Participant deferral / active EE | $4,902 | $7,302-32.9% | $8,071-39.3% | $4,348+12.7% |
| Admin fee / account holder | $15,850 | $1,750+805.7% | $13,005+21.9% | $1,944+715.2% |