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 | $113,677 | $78,690+44.5% | $161,489-29.6% | $87,485+29.9% |
| Participation rate | 92.1% | 67.5%+24.6pp | 78.7%+13.4pp | 68.9%+23.2pp |
| Annual return | 12.13% | 32.74%-20.6pp | 89.72%-77.6pp | 26.06%-13.9pp |
| Employer contribution / active EE | $2,620 | $2,588+1.2% | $4,268-38.6% | $2,596+0.9% |
| Participant deferral / active EE | $6,468 | $3,311+95.3% | $5,630+14.9% | $4,274+51.3% |
| Admin fee / account holder | $6,379 | $6,724-5.1% | $16,006-60.1% | $7,775-18.0% |