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 | $117,965 | $88,672+33.0% | $105,223+12.1% | $82,448+43.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 10.82% | 30.86%-20.0pp | 180.65%-169.8pp | 41.64%-30.8pp |
| Employer contribution / active EE | $10,227 | $3,048+235.6% | $3,689+177.3% | $2,551+300.9% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $9,777 | $7,146+36.8% | $8,859+10.4% | $7,234+35.1% |