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 | $89,583 | $89,367+0.2% | $141,191-36.6% | $72,975+22.8% |
| Participation rate | 91.5% | 75.1%+16.4pp | 82.5%+9.1pp | 69.5%+22.0pp |
| Annual return | 14.11% | 111.87%-97.8pp | 71.41%-57.3pp | 81.01%-66.9pp |
| Employer contribution / active EE | $3,696 | $3,115+18.7% | $4,736-22.0% | $2,440+51.5% |
| Participant deferral / active EE | $3,112 | $5,419-42.6% | $6,710-53.6% | $3,608-13.7% |
| Admin fee / account holder | $19,811 | $5,957+232.6% | $10,264+93.0% | $5,124+286.6% |