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 | $100,011 | $79,449+25.9% | $189,575-47.2% | $85,847+16.5% |
| Participation rate | 94.5% | 66.0%+28.5pp | 78.4%+16.1pp | 69.3%+25.2pp |
| Annual return | 11.02% | 18.45%-7.4pp | 64.19%-53.2pp | 318.61%-307.6pp |
| Employer contribution / active EE | $2,433 | $2,081+16.9% | $4,412-44.9% | $2,565-5.2% |
| Participant deferral / active EE | $6,195 | $4,051+52.9% | $6,174+0.4% | $3,952+56.8% |
| Admin fee / account holder | $14,001 | $5,377+160.4% | $9,806+42.8% | $6,261+123.6% |