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 | $115,069 | $84,236+36.6% | $170,435-32.5% | $70,126+64.1% |
| Participation rate | 98.0% | 70.8%+27.2pp | 83.6%+14.4pp | 69.5%+28.5pp |
| Annual return | 11.36% | 23.06%-11.7pp | 205.94%-194.6pp | 73.15%-61.8pp |
| Employer contribution / active EE | $3,810 | $3,387+12.5% | $5,432-29.9% | $2,343+62.6% |
| Participant deferral / active EE | $3,856 | $3,086+24.9% | $4,939-21.9% | $3,332+15.7% |
| Admin fee / account holder | $1,332 | $5,698-76.6% | $13,881-90.4% | $4,645-71.3% |