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 | $105,568 | $96,731+9.1% | $123,973-14.8% | $86,983+21.4% |
| Participation rate | 94.4% | 70.0%+24.4pp | 76.7%+17.8pp | 69.5%+24.9pp |
| Annual return | 10.58% | 17.33%-6.7pp | 388.13%-377.5pp | 25.83%-15.3pp |
| Employer contribution / active EE | $1,852 | $3,297-43.8% | $4,126-55.1% | $2,584-28.3% |
| Participant deferral / active EE | $7,483 | $4,152+80.2% | $5,247+42.6% | $4,194+78.4% |
| Admin fee / account holder | $4,153 | $8,722-52.4% | $11,799-64.8% | $7,856-47.1% |