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 | $76,421 | $67,894+12.6% | $89,340-14.5% | $82,448-7.3% |
| Participation rate | 86.7% | 64.0%+22.6pp | 69.6%+17.1pp | 68.1%+18.6pp |
| Annual return | 12.72% | 19.21%-6.5pp | 20.57%-7.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $2,365 | $1,828+29.4% | $2,231+6.0% | $2,551-7.3% |
| Participant deferral / active EE | $3,950 | $3,072+28.6% | $3,823+3.3% | $4,139-4.6% |
| Admin fee / account holder | $4,238 | $5,723-26.0% | $6,704-36.8% | $7,234-41.4% |