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 | $86,678 | $89,370-3.0% | $141,197-38.6% | $72,976+18.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.71% | 111.88%-94.2pp | 71.41%-53.7pp | 81.02%-63.3pp |
| Employer contribution / active EE | $5,803 | $3,115+86.3% | $4,736+22.5% | $2,440+137.8% |
| Participant deferral / active EE | $3,958 | $5,419-27.0% | $6,710-41.0% | $3,608+9.7% |
| Admin fee / account holder | $2,670 | $5,957-55.2% | $10,265-74.0% | $5,124-47.9% |