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 | $95,464 | $76,371+25.0% | $93,621+2.0% | $72,976+30.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 7.96% | 25.82%-17.9pp | 32.76%-24.8pp | 81.02%-73.1pp |
| Employer contribution / active EE | $4,531 | $2,276+99.1% | $2,719+66.6% | $2,440+85.7% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,671 | $6,839-46.3% | $7,890-53.5% | $5,124-28.4% |