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 | $123,176 | $154,228-20.1% | $145,433-15.3% | $137,256-10.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.19% | 74.59%-64.4pp | 66.58%-56.4pp | 220.34%-210.2pp |
| Employer contribution / active EE | $3,849 | $4,804-19.9% | $4,554-15.5% | $4,156-7.4% |
| Participant deferral / active EE | $10,879 | $8,216+32.4% | $7,897+37.8% | $6,407+69.8% |
| Admin fee / account holder | $5,704 | $14,344-60.2% | $13,129-56.6% | $12,270-53.5% |