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 | $109,348 | $91,198+19.9% | $178,503-38.7% | $79,856+36.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 9.04% | 24.20%-15.2pp | 151.12%-142.1pp | 31.71%-22.7pp |
| Employer contribution / active EE | $9,617 | $3,257+195.3% | $5,011+91.9% | $2,471+289.1% |
| Participant deferral / active EE | $2,741 | $3,237-15.3% | $5,202-47.3% | $3,741-26.7% |
| Admin fee / account holder | $27,537 | $6,748+308.1% | $13,987+96.9% | $5,306+418.9% |