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 | $106,508 | $69,977+52.2% | $108,582-1.9% | $62,881+69.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 1.22% | 10.73%-9.5pp | -51.70%+52.9pp | 20.14%-18.9pp |
| Employer contribution / active EE | $4,839 | $2,135+126.6% | $3,758+28.7% | $2,281+112.1% |
| Participant deferral / active EE | $2,309 | $3,165-27.1% | $4,311-46.4% | $3,203-27.9% |
| Admin fee / account holder | $9,104 | $5,076+79.3% | $7,645+19.1% | $4,296+111.9% |