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 | $96,307 | $77,638+24.0% | $156,551-38.5% | $62,881+53.2% |
| Participation rate | 93.3% | 71.2%+22.1pp | 84.0%+9.3pp | 69.3%+24.0pp |
| Annual return | 1.66% | 50.33%-48.7pp | 32.23%-30.6pp | 20.14%-18.5pp |
| Employer contribution / active EE | $8,089 | $3,444+134.9% | $5,501+47.0% | $2,281+254.6% |
| Participant deferral / active EE | $1,375 | $3,046-54.9% | $4,871-71.8% | $3,203-57.1% |
| Admin fee / account holder | $11,161 | $5,561+100.7% | $13,028-14.3% | $4,296+159.8% |