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 | $108,936 | $156,398-30.3% | $147,318-26.1% | $138,895-21.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.70% | 78.75%-68.0pp | 70.43%-59.7pp | 145.39%-134.7pp |
| Employer contribution / active EE | $10,761 | $4,853+121.7% | $4,593+134.3% | $4,194+156.6% |
| Participant deferral / active EE | $7,243 | $8,237-12.1% | $7,906-8.4% | $6,396+13.2% |
| Admin fee / account holder | $7,509 | $14,976-49.9% | $13,708-45.2% | $12,562-40.2% |