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 | $124,402 | $184,014-32.4% | $161,149-22.8% | $138,895-10.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 7.97% | 21.52%-13.6pp | 21.16%-13.2pp | 145.39%-137.4pp |
| Employer contribution / active EE | $2,303 | $5,055-54.4% | $4,360-47.2% | $4,194-45.1% |
| Participant deferral / active EE | $3,428 | $6,909-50.4% | $6,153-44.3% | $6,396-46.4% |
| Admin fee / account holder | $12,969 | $18,027-28.1% | $15,194-14.6% | $12,562+3.2% |