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 | $139,521 | $125,237+11.4% | $105,608+32.1% | $145,877-4.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 7.43% | 225.76%-218.3pp | 116.50%-109.1pp | 551.28%-543.9pp |
| Employer contribution / active EE | $1,582 | $3,720-57.5% | $3,167-50.1% | $4,663-66.1% |
| Participant deferral / active EE | $1,757 | $5,711-69.2% | $5,010-64.9% | $6,691-73.7% |
| Admin fee / account holder | $21,054 | $17,287+21.8% | $11,028+90.9% | $13,402+57.1% |