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 | $86,700 | $93,617-7.4% | $135,982-36.2% | $75,177+15.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 12.24% | 30.89%-18.6pp | 68.32%-56.1pp | 160.75%-148.5pp |
| Employer contribution / active EE | $3,875 | $3,538+9.5% | $4,859-20.3% | $2,671+45.1% |
| Participant deferral / active EE | $7,389 | $6,406+15.3% | $7,760-4.8% | $4,126+79.1% |
| Admin fee / account holder | $3,439 | $6,980-50.7% | $10,767-68.1% | $5,651-39.1% |