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 | $89,718 | $78,690+14.0% | $161,489-44.4% | $87,485+2.6% |
| Participation rate | 97.7% | 67.5%+30.3pp | 78.7%+19.0pp | 68.9%+28.8pp |
| Annual return | 10.06% | 32.74%-22.7pp | 89.72%-79.7pp | 26.06%-16.0pp |
| Employer contribution / active EE | $2,414 | $2,588-6.7% | $4,268-43.4% | $2,596-7.0% |
| Participant deferral / active EE | $5,187 | $3,311+56.7% | $5,630-7.9% | $4,274+21.4% |
| Admin fee / account holder | $3,304 | $6,724-50.9% | $16,006-79.4% | $7,775-57.5% |