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 | $100,963 | $97,550+3.5% | $120,344-16.1% | $87,485+15.4% |
| Participation rate | 96.2% | 72.8%+23.3pp | 76.7%+19.4pp | 68.9%+27.2pp |
| Annual return | 7.95% | 18.41%-10.5pp | 20.30%-12.4pp | 26.06%-18.1pp |
| Employer contribution / active EE | $9,703 | $2,291+323.6% | $3,020+221.3% | $2,596+273.7% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,281 | $9,543-23.7% | $12,742-42.9% | $7,775-6.3% |