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 | $78,222 | $136,860-42.8% | $120,344-35.0% | $154,746-49.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 8.32% | 21.38%-13.1pp | 20.30%-12.0pp | 172.34%-164.0pp |
| Employer contribution / active EE | $3,595 | $3,533+1.8% | $3,020+19.0% | $4,379-17.9% |
| Participant deferral / active EE | $2,671 | $5,793-53.9% | $5,135-48.0% | $6,730-60.3% |
| Admin fee / account holder | $11,822 | $15,393-23.2% | $12,742-7.2% | $14,365-17.7% |