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 | $125,482 | $76,407+64.2% | $150,298-16.5% | $82,448+52.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 4.64% | 39.99%-35.4pp | 62.79%-58.1pp | 41.64%-37.0pp |
| Employer contribution / active EE | $10,162 | $2,614+288.7% | $4,154+144.6% | $2,551+298.4% |
| Participant deferral / active EE | $6,199 | $3,214+92.8% | $5,453+13.7% | $4,139+49.8% |
| Admin fee / account holder | $163,994 | $6,352+2481.8% | $14,116+1061.8% | $7,234+2166.9% |