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 | $126,953 | $102,609+23.7% | $98,090+29.4% | $138,895-8.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | -1.93% | 36.44%-38.4pp | 37.05%-39.0pp | 145.39%-147.3pp |
| Employer contribution / active EE | $2,549 | $3,867-34.1% | $3,606-29.3% | $4,194-39.2% |
| Participant deferral / active EE | $9,206 | $8,167+12.7% | $7,845+17.4% | $6,396+43.9% |
| Admin fee / account holder | $929 | $11,434-91.9% | $11,815-92.1% | $12,562-92.6% |