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 | $54,387 | $48,284+12.6% | $67,524-19.5% | $80,911-32.8% |
| Participation rate | 71.4% | 66.4%+5.0pp | 72.9%-1.5pp | 67.6%+3.8pp |
| Annual return | 10.93% | 18.27%-7.3pp | 3519.41%-3508.5pp | 35.63%-24.7pp |
| Employer contribution / active EE | $2,150 | $2,021+6.4% | $2,734-21.3% | $2,756-22.0% |
| Participant deferral / active EE | $3,074 | $2,927+5.0% | $4,001-23.2% | $4,297-28.5% |
| Admin fee / account holder | $4,708 | $3,688+27.7% | $4,001+17.7% | $6,935-32.1% |