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 | $89,841 | $76,371+17.6% | $93,621-4.0% | $72,976+23.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 13.23% | 25.82%-12.6pp | 32.76%-19.5pp | 81.02%-67.8pp |
| Employer contribution / active EE | $9,069 | $2,276+298.5% | $2,719+233.6% | $2,440+271.7% |
| Participant deferral / active EE | $2,815 | $3,538-20.4% | $4,070-30.8% | $3,608-22.0% |
| Admin fee / account holder | $2,675 | $6,839-60.9% | $7,890-66.1% | $5,124-47.8% |