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 | $92,290 | $106,749-13.5% | $145,433-36.5% | $82,448+11.9% |
| Participation rate | 80.0% | 75.6%+4.4pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 12.78% | 27.59%-14.8pp | 66.58%-53.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $2,430 | $3,444-29.4% | $4,554-46.6% | $2,551-4.7% |
| Participant deferral / active EE | $6,874 | $6,519+5.5% | $7,897-13.0% | $4,139+66.1% |
| Admin fee / account holder | $7,854 | $8,390-6.4% | $13,129-40.2% | $7,234+8.6% |