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 | $105,753 | $98,776+7.1% | $149,745-29.4% | $79,856+32.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 5.31% | 27.38%-22.1pp | 276.72%-271.4pp | 31.71%-26.4pp |
| Employer contribution / active EE | $3,045 | $3,217-5.3% | $4,646-34.4% | $2,471+23.2% |
| Participant deferral / active EE | $6,037 | $5,681+6.3% | $6,843-11.8% | $3,741+61.4% |
| Admin fee / account holder | $15,663 | $6,053+158.8% | $9,312+68.2% | $5,306+195.2% |