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 | $87,252 | $52,279+66.9% | $89,400-2.4% | $79,858+9.3% |
| Participation rate | 74.5% | 57.5%+16.9pp | 68.0%+6.5pp | 69.6%+4.8pp |
| Annual return | 3.85% | 22.16%-18.3pp | 245.64%-241.8pp | 31.72%-27.9pp |
| Employer contribution / active EE | $2,486 | $1,572+58.2% | $2,586-3.9% | $2,471+0.6% |
| Participant deferral / active EE | $3,798 | $2,740+38.6% | $3,890-2.4% | $3,740+1.6% |
| Admin fee / account holder | $1,006 | $3,356-70.0% | $4,882-79.4% | $5,306-81.0% |