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 | $112,835 | $93,598+20.6% | $135,974-17.0% | $75,173+50.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 13.43% | 30.89%-17.5pp | 68.30%-54.9pp | 160.72%-147.3pp |
| Employer contribution / active EE | $5,646 | $3,538+59.6% | $4,859+16.2% | $2,671+111.4% |
| Participant deferral / active EE | $5,514 | $6,405-13.9% | $7,760-28.9% | $4,126+33.6% |
| Admin fee / account holder | $4,551 | $6,978-34.8% | $10,767-57.7% | $5,651-19.5% |