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 | $105,283 | $136,860-23.1% | $120,344-12.5% | $154,746-32.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 3.87% | 21.38%-17.5pp | 20.30%-16.4pp | 172.34%-168.5pp |
| Employer contribution / active EE | $1,547 | $3,533-56.2% | $3,020-48.8% | $4,379-64.7% |
| Participant deferral / active EE | $2,695 | $5,793-53.5% | $5,135-47.5% | $6,730-60.0% |
| Admin fee / account holder | $6,681 | $15,393-56.6% | $12,742-47.6% | $14,365-53.5% |