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 | $115,544 | $60,349+91.5% | $74,184+55.8% | $62,881+83.8% |
| Participation rate | 98.6% | 72.7%+25.9pp | 76.6%+22.0pp | 69.3%+29.3pp |
| Annual return | 2.39% | 21.38%-19.0pp | 17.74%-15.3pp | 20.14%-17.8pp |
| Employer contribution / active EE | $8,033 | $1,680+378.1% | $2,370+238.9% | $2,281+252.2% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,832 | $4,261+36.9% | $5,586+4.4% | $4,296+35.8% |