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 | $106,599 | $91,179+16.9% | $178,499-40.3% | $79,852+33.5% |
| Participation rate | 70.4% | 69.2%+1.2pp | 81.9%-11.6pp | 69.6%+0.7pp |
| Annual return | 9.76% | 24.19%-14.4pp | 151.10%-141.3pp | 31.72%-22.0pp |
| Employer contribution / active EE | $1,709 | $3,256-47.5% | $5,011-65.9% | $2,471-30.8% |
| Participant deferral / active EE | $4,499 | $3,236+39.0% | $5,202-13.5% | $3,740+20.3% |
| Admin fee / account holder | $1,842 | $6,749-72.7% | $13,986-86.8% | $5,306-65.3% |