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 | $104,894 | $101,063+3.8% | $81,473+28.7% | $147,586-28.9% |
| Participation rate | 80.0% | 74.5%+5.5pp | 68.0%+12.0pp | 82.8%-2.8pp |
| Annual return | 7.34% | 32.41%-25.1pp | 38.78%-31.4pp | 578.59%-571.3pp |
| Employer contribution / active EE | $5,977 | $3,206+86.5% | $2,568+132.8% | $4,876+22.6% |
| Participant deferral / active EE | $8,699 | $4,242+105.1% | $3,537+145.9% | $5,439+59.9% |
| Admin fee / account holder | $8,136 | $5,812+40.0% | $4,561+78.4% | $10,886-25.3% |