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 | $76,932 | $80,674-4.6% | $119,126-35.4% | $64,340+19.6% |
| Participation rate | 73.6% | 55.2%+18.4pp | 75.8%-2.2pp | 55.2%+18.3pp |
| Annual return | 10.53% | 26.86%-16.3pp | 282.11%-271.6pp | 24.14%-13.6pp |
| Employer contribution / active EE | $6,682 | $2,564+160.6% | $4,034+65.7% | $1,862+258.9% |
| Participant deferral / active EE | $1,659 | $3,053-45.7% | $5,318-68.8% | $2,980-44.3% |
| Admin fee / account holder | $4,561 | $4,559+0.1% | $10,693-57.3% | $3,703+23.2% |