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 | $103,304 | $73,988+39.6% | $96,538+7.0% | $75,177+37.4% |
| Participation rate | 80.4% | 66.4%+14.0pp | 74.3%+6.1pp | 67.2%+13.2pp |
| Annual return | 11.75% | 26.73%-15.0pp | 35.74%-24.0pp | 160.75%-149.0pp |
| Employer contribution / active EE | $10,959 | $2,930+274.0% | $3,740+193.0% | $2,671+310.3% |
| Participant deferral / active EE | $3,620 | $3,660-1.1% | $4,880-25.8% | $4,126-12.3% |
| Admin fee / account holder | $3,906 | $5,220-25.2% | $6,737-42.0% | $5,651-30.9% |