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 | $127,391 | $107,421+18.6% | $182,262-30.1% | $94,015+35.5% |
| Participation rate | 79.6% | 77.8%+1.9pp | 84.2%-4.6pp | 70.8%+8.8pp |
| Annual return | 4.92% | 21.32%-16.4pp | 140.60%-135.7pp | 17.84%-12.9pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $8,010 | $6,558+22.1% | $8,276-3.2% | $4,249+88.5% |
| Admin fee / account holder | $4,297 | $8,692-50.6% | $16,712-74.3% | $8,951-52.0% |