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 | $89,608 | $106,749-16.1% | $145,433-38.4% | $82,448+8.7% |
| Participation rate | 98.0% | 75.6%+22.3pp | 82.1%+15.8pp | 68.1%+29.9pp |
| Annual return | 9.61% | 27.59%-18.0pp | 66.58%-57.0pp | 41.64%-32.0pp |
| Employer contribution / active EE | $14,012 | $3,444+306.8% | $4,554+207.7% | $2,551+449.3% |
| Participant deferral / active EE | $9,519 | $6,519+46.0% | $7,897+20.5% | $4,139+130.0% |
| Admin fee / account holder | $11,391 | $8,390+35.8% | $13,129-13.2% | $7,234+57.5% |