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 | $68,564 | $106,247-35.5% | $96,515-29.0% | $139,466-50.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.57% | 38.47%-28.9pp | 35.73%-26.2pp | 373.66%-364.1pp |
| Employer contribution / active EE | $8,006 | $4,106+95.0% | $3,740+114.1% | $4,754+68.4% |
| Participant deferral / active EE | $1,449 | $5,456-73.4% | $4,880-70.3% | $6,712-78.4% |
| Admin fee / account holder | $14,391 | $7,885+82.5% | $6,735+113.7% | $11,409+26.1% |