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 | $116,307 | $95,406+21.9% | $185,849-37.4% | $85,847+35.5% |
| Participation rate | 96.6% | 68.8%+27.8pp | 81.7%+14.9pp | 69.3%+27.3pp |
| Annual return | 5.49% | 23.59%-18.1pp | 122.10%-116.6pp | 318.61%-313.1pp |
| Employer contribution / active EE | $6,204 | $3,314+87.2% | $5,169+20.0% | $2,565+141.8% |
| Participant deferral / active EE | $4,425 | $3,424+29.3% | $5,569-20.5% | $3,952+12.0% |
| Admin fee / account holder | $5,335 | $7,214-26.1% | $16,244-67.2% | $6,261-14.8% |