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 | $124,170 | $109,359+13.5% | $162,177-23.4% | $72,975+70.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 11.69% | 25.46%-13.8pp | 115.60%-103.9pp | 81.01%-69.3pp |
| Employer contribution / active EE | $7,259 | $3,907+85.8% | $5,613+29.3% | $2,440+197.5% |
| Participant deferral / active EE | $4,062 | $5,481-25.9% | $7,297-44.3% | $3,608+12.6% |
| Admin fee / account holder | $10,206 | $7,972+28.0% | $10,843-5.9% | $5,124+99.2% |