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 | $118,270 | $97,648+21.1% | $121,663-2.8% | $87,485+35.2% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 11.63% | 18.03%-6.4pp | 147.54%-135.9pp | 26.06%-14.4pp |
| Employer contribution / active EE | $4,422 | $2,300+92.2% | $3,020+46.4% | $2,596+70.3% |
| Participant deferral / active EE | $6,241 | $3,923+59.1% | $4,887+27.7% | $4,274+46.0% |
| Admin fee / account holder | $26,801 | $11,100+141.5% | $14,289+87.6% | $7,775+244.7% |