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 | $125,992 | $81,262+55.0% | $155,602-19.0% | $80,911+55.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 8.26% | 33.34%-25.1pp | 64.81%-56.5pp | 35.63%-27.4pp |
| Employer contribution / active EE | $12,778 | $3,102+311.9% | $4,675+173.3% | $2,756+363.7% |
| Participant deferral / active EE | $6,623 | $3,451+91.9% | $5,629+17.7% | $4,297+54.1% |
| Admin fee / account holder | $78,172 | $7,992+878.1% | $15,923+390.9% | $6,935+1027.3% |