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 | $74,947 | $117,846-36.4% | $102,434-26.8% | $145,884-48.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.57% | 31.90%-23.3pp | 29.46%-20.9pp | 551.85%-543.3pp |
| Employer contribution / active EE | $13,207 | $3,615+265.4% | $3,023+336.9% | $4,662+183.3% |
| Participant deferral / active EE | $11,482 | $5,733+100.3% | $5,055+127.2% | $6,690+71.6% |
| Admin fee / account holder | $5,942 | $13,356-55.5% | $9,462-37.2% | $13,392-55.6% |