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 | $90,085 | $87,132+3.4% | $105,624-14.7% | $80,959+11.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 7.64% | 17.03%-9.4pp | 116.20%-108.6pp | 35.67%-28.0pp |
| Employer contribution / active EE | $1,561 | $2,397-34.9% | $3,168-50.7% | $2,757-43.4% |
| Participant deferral / active EE | $6,152 | $3,985+54.4% | $5,013+22.7% | $4,300+43.1% |
| Admin fee / account holder | $22,141 | $8,449+162.1% | $10,961+102.0% | $6,925+219.7% |