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 | $79,698 | $51,638+54.3% | $68,368+16.6% | $82,448-3.3% |
| Participation rate | 87.8% | 63.6%+24.1pp | 73.8%+14.0pp | 68.1%+19.7pp |
| Annual return | 10.96% | 37.53%-26.6pp | 292.57%-281.6pp | 41.64%-30.7pp |
| Employer contribution / active EE | $2,501 | $2,047+22.2% | $2,649-5.6% | $2,551-1.9% |
| Participant deferral / active EE | $3,630 | $2,914+24.6% | $4,123-11.9% | $4,139-12.3% |
| Admin fee / account holder | $2,428 | $4,643-47.7% | $5,150-52.9% | $7,234-66.4% |