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 | $81,779 | $101,778-19.6% | $164,975-50.4% | $80,925+1.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 8.81% | 16.73%-7.9pp | 70.12%-61.3pp | 35.65%-26.8pp |
| Employer contribution / active EE | $907 | $2,954-69.3% | $4,343-79.1% | $2,756-67.1% |
| Participant deferral / active EE | $5,786 | $4,477+29.2% | $6,033-4.1% | $4,299+34.6% |
| Admin fee / account holder | $20,476 | $8,221+149.1% | $12,688+61.4% | $6,940+195.0% |