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 | $116,026 | $117,904-1.6% | $102,457+13.2% | $145,978-20.5% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 6.71% | 31.80%-25.1pp | 29.41%-22.7pp | 550.52%-543.8pp |
| Employer contribution / active EE | $2,000 | $3,613-44.7% | $3,022-33.8% | $4,662-57.1% |
| Participant deferral / active EE | $5,304 | $5,733-7.5% | $5,054+4.9% | $6,690-20.7% |
| Admin fee / account holder | $4,985 | $13,329-62.6% | $9,451-47.3% | $13,400-62.8% |