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 | $101,423 | $86,288+17.5% | $111,306-8.9% | $85,851+18.1% |
| Participation rate | 97.4% | 73.3%+24.0pp | 77.3%+20.0pp | 69.3%+28.0pp |
| Annual return | 7.74% | 19.99%-12.2pp | 54.67%-46.9pp | 318.63%-310.9pp |
| Employer contribution / active EE | $5,369 | $2,044+162.7% | $2,732+96.5% | $2,565+109.3% |
| Participant deferral / active EE | $6,841 | $3,641+87.9% | $4,488+52.4% | $3,952+73.1% |
| Admin fee / account holder | $922 | $8,189-88.7% | $7,966-88.4% | $6,261-85.3% |