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 | $87,961 | $71,197+23.5% | $93,669-6.1% | $80,925+8.7% |
| Participation rate | 79.3% | 60.4%+18.9pp | 68.7%+10.6pp | 67.7%+11.7pp |
| Annual return | 8.77% | 11.27%-2.5pp | 133.59%-124.8pp | 35.65%-26.9pp |
| Employer contribution / active EE | $2,960 | $1,565+89.2% | $2,424+22.2% | $2,756+7.4% |
| Participant deferral / active EE | $4,550 | $4,036+12.7% | $4,416+3.0% | $4,299+5.8% |
| Admin fee / account holder | $3,002 | $6,959-56.9% | $8,291-63.8% | $6,940-56.7% |