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 | $78,450 | $95,406-17.8% | $185,849-57.8% | $85,847-8.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.06% | 23.59%-12.5pp | 122.10%-111.0pp | 318.61%-307.5pp |
| Employer contribution / active EE | $3,153 | $3,314-4.9% | $5,169-39.0% | $2,565+22.9% |
| Participant deferral / active EE | $3,118 | $3,424-8.9% | $5,569-44.0% | $3,952-21.1% |
| Admin fee / account holder | $3,407 | $7,214-52.8% | $16,244-79.0% | $6,261-45.6% |