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 | $135,835 | $117,846+15.3% | $102,434+32.6% | $145,884-6.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.04% | 31.90%-25.9pp | 29.46%-23.4pp | 551.85%-545.8pp |
| Employer contribution / active EE | $3,353 | $3,615-7.3% | $3,023+10.9% | $4,662-28.1% |
| Participant deferral / active EE | $5,360 | $5,733-6.5% | $5,055+6.0% | $6,690-19.9% |
| Admin fee / account holder | $20,285 | $13,356+51.9% | $9,462+114.4% | $13,392+51.5% |