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 | $98,219 | $156,398-37.2% | $147,318-33.3% | $138,895-29.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.95% | 78.75%-66.8pp | 70.43%-58.5pp | 145.39%-133.4pp |
| Employer contribution / active EE | $1,791 | $4,853-63.1% | $4,593-61.0% | $4,194-57.3% |
| Participant deferral / active EE | $3,067 | $8,237-62.8% | $7,906-61.2% | $6,396-52.0% |
| Admin fee / account holder | $90,007 | $14,976+501.0% | $13,708+556.6% | $12,562+616.5% |