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 | $105,748 | $115,931-8.8% | $185,441-43.0% | $86,983+21.6% |
| Participation rate | 95.6% | 73.6%+22.0pp | 80.3%+15.3pp | 69.5%+26.0pp |
| Annual return | 6.45% | 21.47%-15.0pp | 20.16%-13.7pp | 25.83%-19.4pp |
| Employer contribution / active EE | $1,824 | $2,937-37.9% | $4,672-61.0% | $2,584-29.4% |
| Participant deferral / active EE | $6,614 | $4,551+45.3% | $6,152+7.5% | $4,194+57.7% |
| Admin fee / account holder | $2,578 | $10,687-75.9% | $17,890-85.6% | $7,856-67.2% |