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 | $98,962 | $52,353+89.0% | $120,225-17.7% | $82,448+20.0% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 6.44% | 61.85%-55.4pp | 439.23%-432.8pp | 41.64%-35.2pp |
| Employer contribution / active EE | $2,756 | $1,510+82.5% | $3,475-20.7% | $2,551+8.0% |
| Participant deferral / active EE | $2,626 | $2,6270% | $3,999-34.3% | $4,139-36.6% |
| Admin fee / account holder | $962 | $4,363-78.0% | $5,696-83.1% | $7,234-86.7% |