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 | $90,083 | $77,638+16.0% | $156,551-42.5% | $62,881+43.3% |
| Participation rate | 85.7% | 71.2%+14.5pp | 84.0%+1.7pp | 69.3%+16.4pp |
| Annual return | 3.59% | 50.33%-46.7pp | 32.23%-28.6pp | 20.14%-16.6pp |
| Employer contribution / active EE | $3,439 | $3,444-0.1% | $5,501-37.5% | $2,281+50.8% |
| Participant deferral / active EE | $984 | $3,046-67.7% | $4,871-79.8% | $3,203-69.3% |
| Admin fee / account holder | $19,762 | $5,561+255.3% | $13,028+51.7% | $4,296+360.0% |