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 | $96,244 | $78,690+22.3% | $161,489-40.4% | $87,485+10.0% |
| Participation rate | 97.4% | 67.5%+29.9pp | 78.7%+18.7pp | 68.9%+28.4pp |
| Annual return | 11.94% | 32.74%-20.8pp | 89.72%-77.8pp | 26.06%-14.1pp |
| Employer contribution / active EE | $2,584 | $2,588-0.2% | $4,268-39.5% | $2,596-0.5% |
| Participant deferral / active EE | $3,593 | $3,311+8.5% | $5,630-36.2% | $4,274-15.9% |
| Admin fee / account holder | $1,354 | $6,724-79.9% | $16,006-91.5% | $7,775-82.6% |