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 | $105,157 | $100,194+5.0% | $122,979-14.5% | $86,983+20.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 9.20% | 16.47%-7.3pp | 20.12%-10.9pp | 25.83%-16.6pp |
| Employer contribution / active EE | $1,220 | $2,326-47.5% | $3,062-60.2% | $2,584-52.8% |
| Participant deferral / active EE | $3,890 | $4,133-5.9% | $5,003-22.2% | $4,194-7.2% |
| Admin fee / account holder | $34,178 | $10,148+236.8% | $12,864+165.7% | $7,856+335.1% |