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 | $225,665 | $67,602+233.8% | $82,312+174.2% | $70,126+221.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 10.00% | 21.57%-11.6pp | 25.88%-15.9pp | 73.15%-63.1pp |
| Employer contribution / active EE | $2,402 | $1,755+36.9% | $2,428-1.1% | $2,343+2.5% |
| Participant deferral / active EE | $2,748 | $2,987-8.0% | $3,706-25.9% | $3,332-17.5% |
| Admin fee / account holder | $969 | $4,512-78.5% | $5,608-82.7% | $4,645-79.1% |