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 | $96,442 | $91,559+5.3% | $133,971-28.0% | $79,852+20.8% |
| Participation rate | 92.0% | 73.3%+18.7pp | 79.8%+12.2pp | 69.6%+22.4pp |
| Annual return | 9.27% | 61.85%-52.6pp | 45.09%-35.8pp | 31.72%-22.4pp |
| Employer contribution / active EE | $680 | $2,384-71.5% | $3,919-82.6% | $2,471-72.5% |
| Participant deferral / active EE | $3,769 | $3,734+0.9% | $5,047-25.3% | $3,740+0.8% |
| Admin fee / account holder | $4,798 | $6,321-24.1% | $8,929-46.3% | $5,306-9.6% |