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 | $83,710 | $106,864-21.7% | $147,318-43.2% | $82,637+1.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 11.14% | 27.49%-16.3pp | 70.43%-59.3pp | 53.51%-42.4pp |
| Employer contribution / active EE | $6,735 | $3,417+97.1% | $4,593+46.6% | $2,552+163.9% |
| Participant deferral / active EE | $6,290 | $6,496-3.2% | $7,906-20.4% | $4,126+52.4% |
| Admin fee / account holder | $10,311 | $8,415+22.5% | $13,708-24.8% | $7,339+40.5% |