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 | $123,193 | $118,877+3.6% | $96,570+27.6% | $167,536-26.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.06% | 50.50%-42.4pp | 37.79%-29.7pp | 478.82%-470.8pp |
| Employer contribution / active EE | $3,430 | $3,121+9.9% | $2,357+45.5% | $4,839-29.1% |
| Participant deferral / active EE | $3,250 | $4,617-29.6% | $3,849-15.6% | $6,342-48.8% |
| Admin fee / account holder | $1,481 | $8,069-81.6% | $6,182-76.0% | $12,315-88.0% |