Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $99,349 | $141,001-29.5% | $112,228-11.5% | $139,487-28.8% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 1.15% | 32.75%-31.6pp | 30.23%-29.1pp | 373.84%-372.7pp |
| Employer contribution / active EE | $4,410 | $4,285+2.9% | $3,432+28.5% | $4,755-7.2% |
| Participant deferral / active EE | $3,633 | $5,877-38.2% | $4,800-24.3% | $6,713-45.9% |
| Admin fee / account holder | $1,598 | $9,959-84.0% | $7,752-79.4% | $11,407-86.0% |