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 | $126,178 | $109,359+15.4% | $162,185-22.2% | $72,976+72.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 3.24% | 25.46%-22.2pp | 115.61%-112.4pp | 81.02%-77.8pp |
| Employer contribution / active EE | $6,222 | $3,907+59.2% | $5,613+10.8% | $2,440+155.0% |
| Participant deferral / active EE | $4,416 | $5,481-19.4% | $7,297-39.5% | $3,608+22.4% |
| Admin fee / account holder | $6,670 | $7,972-16.3% | $10,844-38.5% | $5,124+30.2% |