Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $137,478 | $81,276+69.2% | $155,574-11.6% | $80,925+69.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 9.64% | 33.36%-23.7pp | 64.87%-55.2pp | 35.65%-26.0pp |
| Employer contribution / active EE | $4,976 | $3,103+60.4% | $4,676+6.4% | $2,756+80.5% |
| Participant deferral / active EE | $4,881 | $3,453+41.4% | $5,629-13.3% | $4,299+13.5% |
| Admin fee / account holder | $2,425 | $7,993-69.7% | $15,914-84.8% | $6,940-65.1% |