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 | $90,985 | $89,370+1.8% | $141,197-35.6% | $72,976+24.7% |
| Participation rate | 94.4% | 75.1%+19.3pp | 82.5%+12.0pp | 69.5%+25.0pp |
| Annual return | 6.40% | 111.88%-105.5pp | 71.41%-65.0pp | 81.02%-74.6pp |
| Employer contribution / active EE | $7,042 | $3,115+126.1% | $4,736+48.7% | $2,440+188.6% |
| Participant deferral / active EE | $8,144 | $5,419+50.3% | $6,710+21.4% | $3,608+125.7% |
| Admin fee / account holder | $4,585 | $5,957-23.0% | $10,265-55.3% | $5,124-10.5% |