Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $103,367 | $110,410-6.4% | $102,437+0.9% | $145,897-29.2% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 8.83% | 24.85%-16.0pp | 24.95%-16.1pp | 552.29%-543.5pp |
| Employer contribution / active EE | $12,375 | $4,217+193.4% | $3,871+219.7% | $4,663+165.4% |
| Participant deferral / active EE | $10,600 | $5,622+88.6% | $5,060+109.5% | $6,689+58.5% |
| Admin fee / account holder | $2,544 | $9,745-73.9% | $8,388-69.7% | $13,390-81.0% |