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 | $65,304 | $100,970-35.3% | $96,576-32.4% | $137,256-52.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 11.32% | 38.16%-26.8pp | 38.47%-27.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $8,996 | $3,809+136.2% | $3,553+153.2% | $4,156+116.5% |
| Participant deferral / active EE | $7,838 | $8,286-5.4% | $7,956-1.5% | $6,407+22.3% |
| Admin fee / account holder | $4,689 | $11,312-58.6% | $11,381-58.8% | $12,270-61.8% |