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 | $105,093 | $90,397+16.3% | $76,002+38.3% | $145,959-28.0% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 4.17% | 621.97%-617.8pp | 360.07%-355.9pp | 561.95%-557.8pp |
| Employer contribution / active EE | $764 | $3,317-77.0% | $2,688-71.6% | $4,661-83.6% |
| Participant deferral / active EE | $2,246 | $5,163-56.5% | $4,257-47.2% | $6,689-66.4% |
| Admin fee / account holder | $115,445 | $8,369+1279.4% | $6,414+1700.0% | $13,398+761.7% |