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 | $90,342 | $95,453-5.4% | $112,040-19.4% | $82,448+9.6% |
| Participation rate | 86.6% | 72.8%+13.8pp | 76.5%+10.1pp | 68.1%+18.5pp |
| Annual return | 7.92% | 23.92%-16.0pp | 24.52%-16.6pp | 41.64%-33.7pp |
| Employer contribution / active EE | $5,960 | $2,318+157.1% | $2,954+101.8% | $2,551+133.6% |
| Participant deferral / active EE | $8,241 | $4,224+95.1% | $5,098+61.7% | $4,139+99.1% |
| Admin fee / account holder | $4,049 | $9,013-55.1% | $12,098-66.5% | $7,234-44.0% |