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 | $95,651 | $79,955+19.6% | $98,461-2.9% | $75,173+27.2% |
| Participation rate | 98.3% | 70.4%+28.0pp | 75.2%+23.2pp | 67.2%+31.1pp |
| Annual return | 11.26% | 19.75%-8.5pp | 21.17%-9.9pp | 160.72%-149.5pp |
| Employer contribution / active EE | $11,667 | $2,264+415.3% | $3,049+282.7% | $2,671+336.8% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,692 | $6,841-46.0% | $8,961-58.8% | $5,651-34.7% |