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 | $77,545 | $99,875-22.4% | $146,866-47.2% | $86,983-10.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 12.71% | 28.10%-15.4pp | 102.85%-90.1pp | 25.83%-13.1pp |
| Employer contribution / active EE | $3,577 | $3,224+10.9% | $4,425-19.2% | $2,584+38.4% |
| Participant deferral / active EE | $8,051 | $6,322+27.3% | $7,759+3.8% | $4,194+92.0% |
| Admin fee / account holder | $15,025 | $7,838+91.7% | $13,620+10.3% | $7,856+91.3% |