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 | $105,602 | $93,617+12.8% | $135,982-22.3% | $75,177+40.5% |
| Participation rate | 77.6% | 75.2%+2.4pp | 81.9%-4.4pp | 67.2%+10.3pp |
| Annual return | 14.24% | 30.89%-16.6pp | 68.32%-54.1pp | 160.75%-146.5pp |
| Employer contribution / active EE | $5,465 | $3,538+54.5% | $4,859+12.5% | $2,671+104.6% |
| Participant deferral / active EE | $7,437 | $6,406+16.1% | $7,760-4.2% | $4,126+80.2% |
| Admin fee / account holder | $4,650 | $6,980-33.4% | $10,767-56.8% | $5,651-17.7% |