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 | $89,445 | $96,361-7.2% | $80,607+11.0% | $139,456-35.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 9.85% | 1350.95%-1341.1pp | 936.11%-926.3pp | 373.45%-363.6pp |
| Employer contribution / active EE | $3,716 | $3,262+13.9% | $2,724+36.4% | $4,753-21.8% |
| Participant deferral / active EE | $3,531 | $5,232-32.5% | $4,448-20.6% | $6,711-47.4% |
| Admin fee / account holder | $6,465 | $6,601-2.1% | $5,379+20.2% | $11,407-43.3% |