Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $94,307 | $107,666-12.4% | $102,184-7.7% | $154,746-39.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 11.44% | 29.33%-17.9pp | 31.58%-20.1pp | 172.34%-160.9pp |
| Employer contribution / active EE | $3,425 | $3,846-10.9% | $3,594-4.7% | $4,379-21.8% |
| Participant deferral / active EE | $7,889 | $8,719-9.5% | $8,309-5.1% | $6,730+17.2% |
| Admin fee / account holder | $1,062 | $12,943-91.8% | $11,609-90.9% | $14,365-92.6% |