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 | $104,797 | $183,592-42.9% | $155,574-32.6% | $145,877-28.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.15% | 61.37%-53.2pp | 64.87%-56.7pp | 551.28%-543.1pp |
| Employer contribution / active EE | $2,880 | $5,317-45.8% | $4,676-38.4% | $4,663-38.2% |
| Participant deferral / active EE | $21,178 | $6,466+227.5% | $5,629+276.2% | $6,691+216.5% |
| Admin fee / account holder | $18,184 | $19,316-5.9% | $15,914+14.3% | $13,402+35.7% |