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 | $56,288 | $81,487-30.9% | $102,412-45.0% | $80,935-30.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 9.37% | 25.60%-16.2pp | 24.94%-15.6pp | 35.66%-26.3pp |
| Employer contribution / active EE | $10,110 | $3,103+225.8% | $3,870+161.3% | $2,757+266.8% |
| Participant deferral / active EE | $6,384 | $3,871+64.9% | $5,060+26.2% | $4,299+48.5% |
| Admin fee / account holder | $10,531 | $6,717+56.8% | $8,388+25.6% | $6,924+52.1% |