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 | $99,959 | $56,287+77.6% | $80,977+23.4% | $62,881+59.0% |
| Participation rate | 81.5% | 68.9%+12.5pp | 75.8%+5.7pp | 69.3%+12.2pp |
| Annual return | 5.53% | 22.13%-16.6pp | 17.11%-11.6pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,351 | $1,943-30.4% | $3,715-63.6% | $2,281-40.7% |
| Participant deferral / active EE | $2,820 | $4,196-32.8% | $5,696-50.5% | $3,203-12.0% |
| Admin fee / account holder | $5,203 | $3,742+39.0% | $5,517-5.7% | $4,296+21.1% |