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 | $114,454 | $67,602+69.3% | $82,312+39.0% | $70,126+63.2% |
| Participation rate | 98.9% | 72.8%+26.1pp | 76.9%+22.0pp | 69.5%+29.3pp |
| Annual return | 9.65% | 21.57%-11.9pp | 25.88%-16.2pp | 73.15%-63.5pp |
| Employer contribution / active EE | $562 | $1,755-68.0% | $2,428-76.9% | $2,343-76.0% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,870 | $4,512-14.2% | $5,608-31.0% | $4,645-16.7% |