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 | $104,208 | $91,198+14.3% | $178,503-41.6% | $79,856+30.5% |
| Participation rate | 89.3% | 69.2%+20.1pp | 81.9%+7.4pp | 69.6%+19.6pp |
| Annual return | 9.38% | 24.20%-14.8pp | 151.12%-141.7pp | 31.71%-22.3pp |
| Employer contribution / active EE | $3,220 | $3,257-1.1% | $5,011-35.7% | $2,471+30.3% |
| Participant deferral / active EE | $1,890 | $3,237-41.6% | $5,202-63.7% | $3,741-49.5% |
| Admin fee / account holder | $4,550 | $6,748-32.6% | $13,987-67.5% | $5,306-14.3% |