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 | $80,347 | $154,228-47.9% | $145,433-44.8% | $137,256-41.5% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 11.18% | 74.59%-63.4pp | 66.58%-55.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $3,789 | $4,804-21.1% | $4,554-16.8% | $4,156-8.8% |
| Participant deferral / active EE | $4,380 | $8,216-46.7% | $7,897-44.5% | $6,407-31.6% |
| Admin fee / account holder | $23,443 | $14,344+63.4% | $13,129+78.6% | $12,270+91.1% |