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 | $85,223 | $91,198-6.6% | $178,503-52.3% | $79,856+6.7% |
| Participation rate | 94.4% | 69.2%+25.2pp | 81.9%+12.5pp | 69.6%+24.8pp |
| Annual return | 5.32% | 24.20%-18.9pp | 151.12%-145.8pp | 31.71%-26.4pp |
| Employer contribution / active EE | $7,648 | $3,257+134.8% | $5,011+52.6% | $2,471+209.5% |
| Participant deferral / active EE | $5,204 | $3,237+60.8% | $5,2020% | $3,741+39.1% |
| Admin fee / account holder | $3,337 | $6,748-50.6% | $13,987-76.1% | $5,306-37.1% |