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 | $99,440 | $72,071+38.0% | $68,368+45.4% | $137,256-27.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.61% | 353.14%-340.5pp | 292.57%-280.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $4,605 | $2,788+65.2% | $2,649+73.9% | $4,156+10.8% |
| Participant deferral / active EE | $10,164 | $4,410+130.5% | $4,123+146.5% | $6,407+58.6% |
| Admin fee / account holder | $6,686 | $5,336+25.3% | $5,150+29.8% | $12,270-45.5% |