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 | $88,550 | $106,524-16.9% | $152,301-41.9% | $87,485+1.2% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.4%+12.1pp | 68.9%+25.7pp |
| Annual return | 13.96% | 26.89%-12.9pp | 80.50%-66.5pp | 26.06%-12.1pp |
| Employer contribution / active EE | $2,404 | $3,371-28.7% | $4,624-48.0% | $2,596-7.4% |
| Participant deferral / active EE | $5,957 | $6,525-8.7% | $8,004-25.6% | $4,274+39.4% |
| Admin fee / account holder | $7,148 | $8,287-13.7% | $14,398-50.4% | $7,775-8.1% |