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 | $94,970 | $67,602+40.5% | $82,312+15.4% | $70,126+35.4% |
| Participation rate | 95.6% | 72.8%+22.8pp | 76.9%+18.7pp | 69.5%+26.0pp |
| Annual return | 9.21% | 21.57%-12.4pp | 25.88%-16.7pp | 73.15%-63.9pp |
| Employer contribution / active EE | $3,288 | $1,755+87.4% | $2,428+35.4% | $2,343+40.4% |
| Participant deferral / active EE | $2,260 | $2,987-24.4% | $3,706-39.0% | $3,332-32.2% |
| Admin fee / account holder | $2,132 | $4,512-52.8% | $5,608-62.0% | $4,645-54.1% |