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 | $101,401 | $69,590+45.7% | $136,867-25.9% | $94,015+7.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 10.37% | 19.62%-9.2pp | 42.97%-32.6pp | 17.84%-7.5pp |
| Employer contribution / active EE | $1,839 | $2,396-23.2% | $3,547-48.1% | $2,790-34.1% |
| Participant deferral / active EE | $4,817 | $3,437+40.2% | $4,924-2.2% | $4,249+13.4% |
| Admin fee / account holder | $10,141 | $8,912+13.8% | $10,340-1.9% | $8,951+13.3% |