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 | $103,809 | $45,050+130.4% | $63,018+64.7% | $70,126+48.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.01% | 18.76%-8.8pp | 87.62%-77.6pp | 73.15%-63.1pp |
| Employer contribution / active EE | $3,606 | $2,052+75.7% | $2,761+30.6% | $2,343+53.9% |
| Participant deferral / active EE | $4,338 | $2,466+76.0% | $3,330+30.3% | $3,332+30.2% |
| Admin fee / account holder | $6,896 | $2,834+143.3% | $3,601+91.5% | $4,645+48.4% |