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 | $121,027 | $78,682+53.8% | $109,188+10.8% | $85,851+41.0% |
| Participation rate | 97.3% | 68.3%+29.0pp | 75.9%+21.4pp | 69.3%+28.0pp |
| Annual return | 8.03% | 25.09%-17.1pp | 25.76%-17.7pp | 318.63%-310.6pp |
| Employer contribution / active EE | $4,436 | $2,734+62.2% | $3,723+19.1% | $2,565+72.9% |
| Participant deferral / active EE | $2,149 | $3,468-38.0% | $4,654-53.8% | $3,952-45.6% |
| Admin fee / account holder | $10,372 | $5,470+89.6% | $6,755+53.5% | $6,261+65.7% |