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 | $75,213 | $51,207+46.9% | $70,565+6.6% | $75,1770% |
| Participation rate | 96.7% | 61.0%+35.7pp | 68.4%+28.3pp | 67.2%+29.5pp |
| Annual return | 10.93% | 30.05%-19.1pp | 32.79%-21.9pp | 160.75%-149.8pp |
| Employer contribution / active EE | $9,148 | $1,826+400.9% | $2,976+207.4% | $2,671+242.5% |
| Participant deferral / active EE | $2,172 | $2,850-23.8% | $4,568-52.5% | $4,126-47.4% |
| Admin fee / account holder | $8,226 | $4,097+100.7% | $6,430+27.9% | $5,651+45.6% |