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 | $73,699 | $156,398-52.9% | $147,318-50.0% | $138,895-46.9% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 11.72% | 78.75%-67.0pp | 70.43%-58.7pp | 145.39%-133.7pp |
| Employer contribution / active EE | $1,762 | $4,853-63.7% | $4,593-61.6% | $4,194-58.0% |
| Participant deferral / active EE | $6,566 | $8,237-20.3% | $7,906-17.0% | $6,396+2.6% |
| Admin fee / account holder | $41,198 | $14,976+175.1% | $13,708+200.5% | $12,562+228.0% |