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 | $129,223 | $123,793+4.4% | $177,848-27.3% | $79,856+61.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 4.41% | 22.82%-18.4pp | 48.33%-43.9pp | 31.71%-27.3pp |
| Employer contribution / active EE | $10,313 | $4,095+151.8% | $5,919+74.3% | $2,471+317.3% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,847 | $7,243-46.9% | $12,431-69.1% | $5,306-27.5% |