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 | $153,861 | $110,303+39.5% | $95,759+60.7% | $139,487+10.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.40% | 27.19%-19.8pp | 28.42%-21.0pp | 373.84%-366.4pp |
| Employer contribution / active EE | $8,868 | $3,261+172.0% | $2,836+212.7% | $4,755+86.5% |
| Participant deferral / active EE | $3,646 | $4,674-22.0% | $4,244-14.1% | $6,713-45.7% |
| Admin fee / account holder | $1,541 | $6,615-76.7% | $5,678-72.9% | $11,407-86.5% |