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 | $99,648 | $69,977+42.4% | $108,582-8.2% | $62,881+58.5% |
| Participation rate | 78.0% | 72.9%+5.2pp | 79.6%-1.5pp | 69.3%+8.7pp |
| Annual return | 4.75% | 10.73%-6.0pp | -51.70%+56.4pp | 20.14%-15.4pp |
| Employer contribution / active EE | $2,107 | $2,135-1.3% | $3,758-43.9% | $2,281-7.6% |
| Participant deferral / active EE | $6,036 | $3,165+90.7% | $4,311+40.0% | $3,203+88.4% |
| Admin fee / account holder | $3,753 | $5,076-26.1% | $7,645-50.9% | $4,296-12.6% |