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 | $72,156 | $78,423-8.0% | $95,964-24.8% | $79,856-9.6% |
| Participation rate | 89.5% | 73.5%+16.0pp | 77.1%+12.4pp | 69.6%+19.8pp |
| Annual return | 9.76% | 19.37%-9.6pp | 91.64%-81.9pp | 31.71%-22.0pp |
| Employer contribution / active EE | $3,332 | $1,945+71.3% | $2,541+31.1% | $2,471+34.8% |
| Participant deferral / active EE | $6,581 | $3,440+91.3% | $4,167+57.9% | $3,741+75.9% |
| Admin fee / account holder | $7,612 | $5,622+35.4% | $6,797+12.0% | $5,306+43.4% |