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 | $89,614 | $86,938+3.1% | $102,423-12.5% | $80,925+10.7% |
| Participation rate | 82.4% | 72.4%+10.0pp | 76.5%+5.9pp | 67.7%+14.7pp |
| Annual return | 9.64% | 18.89%-9.3pp | 29.42%-19.8pp | 35.65%-26.0pp |
| Employer contribution / active EE | $912 | $2,369-61.5% | $3,023-69.8% | $2,756-66.9% |
| Participant deferral / active EE | $6,306 | $4,120+53.0% | $5,054+24.8% | $4,299+46.7% |
| Admin fee / account holder | $672 | $8,053-91.7% | $9,455-92.9% | $6,940-90.3% |