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 | $34,556 | $182,442-81.1% | $163,379-78.8% | $138,895-75.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 9.87% | 72.74%-62.9pp | 63.41%-53.5pp | 145.39%-135.5pp |
| Employer contribution / active EE | $5,433 | $4,159+30.6% | $3,752+44.8% | $4,194+29.5% |
| Participant deferral / active EE | $7,090 | $6,817+4.0% | $6,282+12.9% | $6,396+10.8% |
| Admin fee / account holder | $26,310 | $10,396+153.1% | $9,818+168.0% | $12,562+109.4% |