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 | $97,803 | $77,416+26.3% | $69,464+40.8% | $152,897-36.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 4.39% | 39.08%-34.7pp | 28.98%-24.6pp | 345.43%-341.0pp |
| Employer contribution / active EE | $4,675 | $3,315+41.1% | $2,779+68.2% | $4,764-1.9% |
| Participant deferral / active EE | $3,117 | $4,413-29.4% | $3,536-11.9% | $5,851-46.7% |
| Admin fee / account holder | $2,373 | $6,208-61.8% | $3,840-38.2% | $11,599-79.5% |