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 | $78,887 | $56,277+40.2% | $80,976-2.6% | $62,891+25.4% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 5.74% | 22.12%-16.4pp | 17.10%-11.4pp | 20.14%-14.4pp |
| Employer contribution / active EE | $3,581 | $1,943+84.3% | $3,714-3.6% | $2,281+57.0% |
| Participant deferral / active EE | $2,766 | $4,195-34.1% | $5,696-51.4% | $3,203-13.7% |
| Admin fee / account holder | $6,868 | $3,741+83.6% | $5,516+24.5% | $4,296+59.9% |