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 | $108,359 | $100,060+8.3% | $149,721-27.6% | $70,126+54.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 10.53% | 27.46%-16.9pp | 1501.67%-1491.1pp | 73.15%-62.6pp |
| Employer contribution / active EE | $4,262 | $3,661+16.4% | $5,444-21.7% | $2,343+82.0% |
| Participant deferral / active EE | $2,504 | $4,982-49.7% | $6,568-61.9% | $3,332-24.8% |
| Admin fee / account holder | $3,588 | $8,285-56.7% | $11,282-68.2% | $4,645-22.8% |