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 | $80,987 | $102,382-20.9% | $147,005-44.9% | $80,874+0.1% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 10.89% | 134.89%-124.0pp | 418.76%-407.9pp | 35.62%-24.7pp |
| Employer contribution / active EE | $3,841 | $3,715+3.4% | $4,934-22.2% | $2,756+39.4% |
| Participant deferral / active EE | $5,188 | $6,646-21.9% | $8,070-35.7% | $4,297+20.7% |
| Admin fee / account holder | $24,313 | $7,942+206.1% | $13,006+86.9% | $6,935+250.6% |