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 | $86,804 | $106,267-18.3% | $96,520-10.1% | $139,456-37.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.25% | 38.45%-30.2pp | 35.72%-27.5pp | 373.45%-365.2pp |
| Employer contribution / active EE | $1,973 | $4,105-51.9% | $3,739-47.2% | $4,753-58.5% |
| Participant deferral / active EE | $4,567 | $5,454-16.3% | $4,879-6.4% | $6,711-31.9% |
| Admin fee / account holder | $14,135 | $7,882+79.3% | $6,733+109.9% | $11,407+23.9% |