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 | $46,134 | $154,228-70.1% | $145,433-68.3% | $137,256-66.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.67% | 74.59%-64.9pp | 66.58%-56.9pp | 220.34%-210.7pp |
| Employer contribution / active EE | $3,012 | $4,804-37.3% | $4,554-33.9% | $4,156-27.5% |
| Participant deferral / active EE | $4,832 | $8,216-41.2% | $7,897-38.8% | $6,407-24.6% |
| Admin fee / account holder | $29,365 | $14,344+104.7% | $13,129+123.7% | $12,270+139.3% |