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 | $104,865 | $74,535+40.7% | $100,712+4.1% | $82,637+26.9% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 11.14% | 18.92%-7.8pp | 33.27%-22.1pp | 53.51%-42.4pp |
| Employer contribution / active EE | $8,152 | $1,503+442.5% | $2,313+252.5% | $2,552+219.4% |
| Participant deferral / active EE | $4,074 | $3,074+32.6% | $4,085-0.3% | $4,126-1.3% |
| Admin fee / account holder | $5,723 | $6,576-13.0% | $9,256-38.2% | $7,339-22.0% |