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 | $75,036 | $126,661-40.8% | $113,397-33.8% | $138,895-46.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 5.70% | 25.05%-19.4pp | 23.20%-17.5pp | 145.39%-139.7pp |
| Employer contribution / active EE | $2,122 | $3,456-38.6% | $2,977-28.7% | $4,194-49.4% |
| Participant deferral / active EE | $7,549 | $5,693+32.6% | $5,076+48.7% | $6,396+18.0% |
| Admin fee / account holder | $44,446 | $14,549+205.5% | $11,957+271.7% | $12,562+253.8% |