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 | $77,879 | $81,504-4.4% | $102,437-24.0% | $80,959-3.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 9.86% | 25.60%-15.7pp | 24.95%-15.1pp | 35.67%-25.8pp |
| Employer contribution / active EE | $3,399 | $3,104+9.5% | $3,871-12.2% | $2,757+23.3% |
| Participant deferral / active EE | $4,692 | $3,871+21.2% | $5,060-7.3% | $4,300+9.1% |
| Admin fee / account holder | $3,185 | $6,719-52.6% | $8,388-62.0% | $6,925-54.0% |