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 | $96,612 | $80,985+19.3% | $96,5760% | $75,181+28.5% |
| Participation rate | 78.9% | 71.8%+7.2pp | 76.0%+3.0pp | 67.2%+11.7pp |
| Annual return | 11.67% | 27.05%-15.4pp | 25.87%-14.2pp | 160.69%-149.0pp |
| Employer contribution / active EE | $2,971 | $2,282+30.2% | $2,965+0.2% | $2,671+11.3% |
| Participant deferral / active EE | $6,913 | $3,929+76.0% | $4,851+42.5% | $4,126+67.6% |
| Admin fee / account holder | $5,448 | $6,719-18.9% | $8,253-34.0% | $5,650-3.6% |