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 | $44,885 | $114,119-60.7% | $107,187-58.1% | $138,895-67.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 9.14% | 273.21%-264.1pp | 204.55%-195.4pp | 145.39%-136.3pp |
| Employer contribution / active EE | $11,212 | $4,059+176.2% | $3,782+196.4% | $4,194+167.3% |
| Participant deferral / active EE | $7,752 | $5,538+40.0% | $5,096+52.1% | $6,396+21.2% |
| Admin fee / account holder | $35,194 | $10,024+251.1% | $9,162+284.1% | $12,562+180.2% |