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 | $68,995 | $106,749-35.4% | $145,433-52.6% | $82,448-16.3% |
| Participation rate | 92.6% | 75.6%+16.9pp | 82.1%+10.5pp | 68.1%+24.5pp |
| Annual return | 13.77% | 27.59%-13.8pp | 66.58%-52.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $15,236 | $3,444+342.3% | $4,554+234.5% | $2,551+497.3% |
| Participant deferral / active EE | $11,022 | $6,519+69.1% | $7,897+39.6% | $4,139+166.3% |
| Admin fee / account holder | $13,324 | $8,390+58.8% | $13,129+1.5% | $7,234+84.2% |