Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $87,566 | $81,331+7.7% | $155,534-43.7% | $80,935+8.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 9.22% | 33.37%-24.2pp | 64.92%-55.7pp | 35.66%-26.4pp |
| Employer contribution / active EE | $9,224 | $3,105+197.1% | $4,675+97.3% | $2,757+234.6% |
| Participant deferral / active EE | $7,155 | $3,454+107.1% | $5,630+27.1% | $4,299+66.4% |
| Admin fee / account holder | $108,317 | $7,999+1254.1% | $15,900+581.2% | $6,924+1464.3% |