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 | $91,533 | $67,411+35.8% | $91,004+0.6% | $70,126+30.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 9.84% | -40.16%+50.0pp | 4.60%+5.2pp | 73.15%-63.3pp |
| Employer contribution / active EE | $3,023 | $1,786+69.3% | $2,456+23.1% | $2,343+29.1% |
| Participant deferral / active EE | $5,369 | $2,823+90.2% | $3,548+51.4% | $3,332+61.2% |
| Admin fee / account holder | $1,037 | $4,236-75.5% | $5,417-80.9% | $4,645-77.7% |