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 | $86,518 | $77,908+11.1% | $149,696-42.2% | $75,173+15.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 12.20% | 31.73%-19.5pp | 134.46%-122.3pp | 160.72%-148.5pp |
| Employer contribution / active EE | $5,619 | $3,138+79.1% | $4,821+16.6% | $2,671+110.4% |
| Participant deferral / active EE | $4,440 | $3,411+30.2% | $5,682-21.9% | $4,126+7.6% |
| Admin fee / account holder | $2,607 | $5,950-56.2% | $13,212-80.3% | $5,651-53.9% |