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 | $90,614+16.0% | $76,089+38.1% | $145,877-28.0% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 4.17% | 623.80%-619.6pp | 360.94%-356.8pp | 551.28%-547.1pp |
| Employer contribution / active EE | $764 | $3,324-77.0% | $2,690-71.6% | $4,663-83.6% |
| Participant deferral / active EE | $2,246 | $5,168-56.5% | $4,259-47.3% | $6,691-66.4% |
| Admin fee / account holder | $115,445 | $8,376+1278.2% | $6,418+1698.8% | $13,402+761.4% |