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 | $101,029 | $99,875+1.2% | $146,866-31.2% | $86,983+16.1% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.5%+14.2pp | 69.5%+27.1pp |
| Annual return | 12.85% | 28.10%-15.2pp | 102.85%-90.0pp | 25.83%-13.0pp |
| Employer contribution / active EE | $4,884 | $3,224+51.5% | $4,425+10.4% | $2,584+89.0% |
| Participant deferral / active EE | $6,092 | $6,322-3.6% | $7,759-21.5% | $4,194+45.3% |
| Admin fee / account holder | $8,728 | $7,838+11.4% | $13,620-35.9% | $7,856+11.1% |