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 | $74,159 | $155,555-52.3% | $146,866-49.5% | $155,188-52.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 9.54% | 115.41%-105.9pp | 102.85%-93.3pp | 148.84%-139.3pp |
| Employer contribution / active EE | $4,323 | $4,647-7.0% | $4,425-2.3% | $4,248+1.8% |
| Participant deferral / active EE | $3,902 | $8,044-51.5% | $7,759-49.7% | $6,531-40.3% |
| Admin fee / account holder | $17,373 | $14,755+17.7% | $13,620+27.6% | $14,480+20.0% |