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 | $79,187 | $56,277+40.7% | $80,976-2.2% | $62,891+25.9% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 5.31% | 22.12%-16.8pp | 17.10%-11.8pp | 20.14%-14.8pp |
| Employer contribution / active EE | $6,798 | $1,943+249.9% | $3,714+83.0% | $2,281+198.0% |
| Participant deferral / active EE | $5,594 | $4,195+33.3% | $5,696-1.8% | $3,203+74.6% |
| Admin fee / account holder | $5,892 | $3,741+57.5% | $5,516+6.8% | $4,296+37.2% |