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 | $132,424 | $100,194+32.2% | $122,979+7.7% | $86,983+52.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 10.89% | 16.47%-5.6pp | 20.12%-9.2pp | 25.83%-14.9pp |
| Employer contribution / active EE | $4,364 | $2,326+87.6% | $3,062+42.5% | $2,584+68.8% |
| Participant deferral / active EE | $6,223 | $4,133+50.6% | $5,003+24.4% | $4,194+48.4% |
| Admin fee / account holder | $2,623 | $10,148-74.1% | $12,864-79.6% | $7,856-66.6% |