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 | $88,906 | $99,652-10.8% | $78,778+12.9% | $147,586-39.8% |
| Participation rate | 89.5% | 76.2%+13.2pp | 69.2%+20.3pp | 82.8%+6.6pp |
| Annual return | 4.45% | 47.28%-42.8pp | 35.62%-31.2pp | 578.59%-574.1pp |
| Employer contribution / active EE | $1,234 | $2,796-55.9% | $1,986-37.9% | $4,876-74.7% |
| Participant deferral / active EE | $4,521 | $3,664+23.4% | $2,958+52.8% | $5,439-16.9% |
| Admin fee / account holder | $20,572 | $7,155+187.5% | $5,134+300.7% | $10,886+89.0% |