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 | $101,027 | $124,425-18.8% | $112,040-9.8% | $137,256-26.4% |
| Participation rate | 73.9% | 79.3%-5.4pp | 76.5%-2.6pp | 80.0%-6.0pp |
| Annual return | 4.23% | 24.72%-20.5pp | 24.52%-20.3pp | 220.34%-216.1pp |
| Employer contribution / active EE | $2,206 | $3,411-35.3% | $2,954-25.3% | $4,156-46.9% |
| Participant deferral / active EE | $3,888 | $5,718-32.0% | $5,098-23.7% | $6,407-39.3% |
| Admin fee / account holder | $19,725 | $15,207+29.7% | $12,098+63.0% | $12,270+60.8% |