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 | $101,279 | $89,532+13.1% | $103,431-2.1% | $80,911+25.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 7.94% | 22.80%-14.9pp | 23.92%-16.0pp | 35.63%-27.7pp |
| Employer contribution / active EE | $8,965 | $4,023+122.8% | $4,678+91.6% | $2,756+225.3% |
| Participant deferral / active EE | $3,180 | $5,459-41.7% | $6,625-52.0% | $4,297-26.0% |
| Admin fee / account holder | $173,042 | $6,774+2454.5% | $9,412+1738.6% | $6,935+2395.3% |