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 | $77,046 | $76,407+0.8% | $150,298-48.7% | $82,448-6.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 5.91% | 39.99%-34.1pp | 62.79%-56.9pp | 41.64%-35.7pp |
| Employer contribution / active EE | $6,119 | $2,614+134.1% | $4,154+47.3% | $2,551+139.9% |
| Participant deferral / active EE | $4,205 | $3,214+30.8% | $5,453-22.9% | $4,139+1.6% |
| Admin fee / account holder | $33,738 | $6,352+431.1% | $14,116+139.0% | $7,234+366.4% |