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 | $114,379 | $157,304-27.3% | $141,197-19.0% | $152,909-25.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.75% | 64.34%-59.6pp | 71.41%-66.7pp | 345.46%-340.7pp |
| Employer contribution / active EE | $4,468 | $5,263-15.1% | $4,736-5.7% | $4,764-6.2% |
| Participant deferral / active EE | $9,110 | $7,111+28.1% | $6,710+35.8% | $5,851+55.7% |
| Admin fee / account holder | $3,011 | $12,126-75.2% | $10,265-70.7% | $11,601-74.0% |