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 | $87,727 | $58,828+49.1% | $78,002+12.5% | $62,881+39.5% |
| Participation rate | 87.9% | 71.1%+16.8pp | 75.5%+12.4pp | 69.3%+18.6pp |
| Annual return | 2.81% | 17.16%-14.4pp | 425.99%-423.2pp | 20.14%-17.3pp |
| Employer contribution / active EE | $1,780 | $1,672+6.5% | $2,470-28.0% | $2,281-22.0% |
| Participant deferral / active EE | $4,073 | $2,686+51.7% | $3,497+16.5% | $3,203+27.2% |
| Admin fee / account holder | $1,418 | $4,393-67.7% | $5,481-74.1% | $4,296-67.0% |