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 | $90,276 | $57,140+58.0% | $85,240+5.9% | $80,959+11.5% |
| Participation rate | 98.8% | 56.4%+42.4pp | 67.5%+31.3pp | 67.7%+31.2pp |
| Annual return | 8.24% | 21.71%-13.5pp | 66.75%-58.5pp | 35.67%-27.4pp |
| Employer contribution / active EE | $3,957 | $1,802+119.6% | $2,735+44.7% | $2,757+43.5% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,476 | $4,992-50.4% | $6,165-59.8% | $6,925-64.3% |