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 | $121,135 | $81,358+48.9% | $155,556-22.1% | $80,959+49.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 8.79% | 33.39%-24.6pp | 64.84%-56.1pp | 35.67%-26.9pp |
| Employer contribution / active EE | $2,463 | $3,106-20.7% | $4,675-47.3% | $2,757-10.7% |
| Participant deferral / active EE | $4,257 | $3,455+23.2% | $5,631-24.4% | $4,300-1.0% |
| Admin fee / account holder | $22,293 | $7,994+178.9% | $15,885+40.3% | $6,925+221.9% |