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 | $98,471 | $54,541+80.5% | $78,778+25.0% | $70,126+40.4% |
| Participation rate | 97.3% | 60.8%+36.5pp | 69.2%+28.1pp | 69.5%+27.8pp |
| Annual return | 6.53% | 21.07%-14.5pp | 35.62%-29.1pp | 73.15%-66.6pp |
| Employer contribution / active EE | $2,054 | $1,089+88.7% | $1,986+3.4% | $2,343-12.3% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $9,273 | $3,709+150.1% | $5,134+80.6% | $4,645+99.6% |