Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $91,101 | $174,379-47.8% | $152,093-40.1% | $138,895-34.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 9.74% | 74.86%-65.1pp | 66.36%-56.6pp | 145.39%-135.7pp |
| Employer contribution / active EE | $15,327 | $4,652+229.5% | $4,175+267.1% | $4,194+265.4% |
| Participant deferral / active EE | $19,183 | $6,159+211.5% | $5,451+251.9% | $6,396+199.9% |
| Admin fee / account holder | $2,314 | $16,880-86.3% | $14,497-84.0% | $12,562-81.6% |