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 | $76,919 | $67,602+13.8% | $82,312-6.6% | $70,126+9.7% |
| Participation rate | 79.5% | 72.8%+6.7pp | 76.9%+2.6pp | 69.5%+9.9pp |
| Annual return | 3.04% | 21.57%-18.5pp | 25.88%-22.8pp | 73.15%-70.1pp |
| Employer contribution / active EE | $1,475 | $1,755-15.9% | $2,428-39.2% | $2,343-37.0% |
| Participant deferral / active EE | $3,706 | $2,987+24.1% | $3,7060% | $3,332+11.2% |
| Admin fee / account holder | $10,053 | $4,512+122.8% | $5,608+79.3% | $4,645+116.4% |