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 | $81,233+69.2% | $155,567-11.6% | $80,874+70.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.64% | 33.33%-23.7pp | 64.74%-55.1pp | 35.62%-26.0pp |
| Employer contribution / active EE | $4,976 | $3,101+60.5% | $4,674+6.5% | $2,756+80.6% |
| Participant deferral / active EE | $4,881 | $3,452+41.4% | $5,628-13.3% | $4,297+13.6% |
| Admin fee / account holder | $2,425 | $7,998-69.7% | $15,916-84.8% | $6,935-65.0% |