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 | $98,603 | $157,304-37.3% | $141,197-30.2% | $152,909-35.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.28% | 64.34%-59.1pp | 71.41%-66.1pp | 345.46%-340.2pp |
| Employer contribution / active EE | $3,009 | $5,263-42.8% | $4,736-36.5% | $4,764-36.8% |
| Participant deferral / active EE | $7,777 | $7,111+9.4% | $6,710+15.9% | $5,851+32.9% |
| Admin fee / account holder | $5,834 | $12,126-51.9% | $10,265-43.2% | $11,601-49.7% |