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 | $128,391 | $78,428+63.7% | $95,960+33.8% | $79,852+60.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 9.67% | 19.37%-9.7pp | 91.63%-82.0pp | 31.72%-22.1pp |
| Employer contribution / active EE | $638 | $1,945-67.2% | $2,541-74.9% | $2,471-74.2% |
| Participant deferral / active EE | $6,007 | $3,440+74.6% | $4,167+44.2% | $3,740+60.6% |
| Admin fee / account holder | $1,442 | $5,622-74.3% | $6,797-78.8% | $5,306-72.8% |