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 | $99,611 | $124,980-20.3% | $108,359-8.1% | $154,746-35.6% |
| Participation rate | 91.7% | 75.2%+16.5pp | 70.1%+21.5pp | 80.7%+11.0pp |
| Annual return | 4.18% | 45.00%-40.8pp | 36.89%-32.7pp | 172.34%-168.2pp |
| Employer contribution / active EE | $3,429 | $2,851+20.3% | $2,399+42.9% | $4,379-21.7% |
| Participant deferral / active EE | $10,009 | $4,743+111.0% | $4,137+141.9% | $6,730+48.7% |
| Admin fee / account holder | $43,941 | $11,502+282.0% | $9,741+351.1% | $14,365+205.9% |