Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $90,240 | $201,372-55.2% | $184,260-51.0% | $145,884-38.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.06% | 29.04%-22.0pp | 28.84%-21.8pp | 551.85%-544.8pp |
| Employer contribution / active EE | $8,201 | $7,024+16.8% | $6,427+27.6% | $4,662+75.9% |
| Participant deferral / active EE | $10,794 | $9,808+10.1% | $9,133+18.2% | $6,690+61.4% |
| Admin fee / account holder | $1,874 | $16,362-88.5% | $13,898-86.5% | $13,392-86.0% |