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 | $83,712 | $77,449+8.1% | $69,483+20.5% | $152,909-45.3% |
| Participation rate | 90.5% | 78.1%+12.4pp | 74.6%+15.9pp | 82.5%+8.0pp |
| Annual return | 4.15% | 39.09%-34.9pp | 28.99%-24.8pp | 345.46%-341.3pp |
| Employer contribution / active EE | $3,672 | $3,316+10.8% | $2,780+32.1% | $4,764-22.9% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,891 | $6,210-37.4% | $3,841+1.3% | $11,601-66.5% |