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 | $96,104 | $81,331+18.2% | $155,534-38.2% | $80,935+18.7% |
| Participation rate | 94.3% | 66.3%+28.0pp | 78.2%+16.1pp | 67.7%+26.6pp |
| Annual return | 10.23% | 33.37%-23.1pp | 64.92%-54.7pp | 35.66%-25.4pp |
| Employer contribution / active EE | $4,135 | $3,105+33.2% | $4,675-11.6% | $2,757+50.0% |
| Participant deferral / active EE | $4,457 | $3,454+29.0% | $5,630-20.8% | $4,299+3.7% |
| Admin fee / account holder | $7,212 | $7,999-9.8% | $15,900-54.6% | $6,924+4.2% |