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 | $85,338 | $80,855+5.5% | $153,416-44.4% | $86,983-1.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 74.3%+25.7pp | 69.5%+30.5pp |
| Annual return | 2.13% | 16.18%-14.0pp | 17.84%-15.7pp | 25.83%-23.7pp |
| Employer contribution / active EE | $3,832 | $2,308+66.0% | $3,764+1.8% | $2,584+48.3% |
| Participant deferral / active EE | $10,019 | $3,333+200.6% | $4,723+112.1% | $4,194+138.9% |
| Admin fee / account holder | $956 | $6,908-86.2% | $13,095-92.7% | $7,856-87.8% |