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 | $86,143 | $124,314-30.7% | $109,163-21.1% | $167,518-48.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.16% | 26.04%-16.9pp | 25.75%-16.6pp | 478.71%-469.6pp |
| Employer contribution / active EE | $15,911 | $4,209+278.0% | $3,723+327.4% | $4,838+228.8% |
| Participant deferral / active EE | $8,996 | $5,256+71.1% | $4,654+93.3% | $6,342+41.8% |
| Admin fee / account holder | $68,769 | $7,973+762.6% | $6,754+918.2% | $12,312+458.5% |