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 | $91,127 | $65,367+39.4% | $92,915-1.9% | $72,976+24.9% |
| Participation rate | 75.9% | 68.3%+7.6pp | 76.0%-0.1pp | 69.5%+6.4pp |
| Annual return | 15.99% | 42.11%-26.1pp | 109.45%-93.5pp | 81.02%-65.0pp |
| Employer contribution / active EE | $3,189 | $2,594+22.9% | $3,653-12.7% | $2,440+30.7% |
| Participant deferral / active EE | $4,677 | $3,128+49.5% | $4,238+10.3% | $3,608+29.6% |
| Admin fee / account holder | $14,499 | $4,251+241.0% | $5,796+150.2% | $5,124+183.0% |