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 | $101,029 | $106,524-5.2% | $152,301-33.7% | $87,485+15.5% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.4%+14.2pp | 68.9%+27.7pp |
| Annual return | 12.85% | 26.89%-14.0pp | 80.50%-67.7pp | 26.06%-13.2pp |
| Employer contribution / active EE | $4,884 | $3,371+44.9% | $4,624+5.6% | $2,596+88.1% |
| Participant deferral / active EE | $6,092 | $6,525-6.6% | $8,004-23.9% | $4,274+42.6% |
| Admin fee / account holder | $8,728 | $8,287+5.3% | $14,398-39.4% | $7,775+12.3% |