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 | $81,339 | $95,453-14.8% | $112,040-27.4% | $82,448-1.3% |
| Participation rate | 96.7% | 72.8%+23.9pp | 76.5%+20.2pp | 68.1%+28.6pp |
| Annual return | 12.00% | 23.92%-11.9pp | 24.52%-12.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $4,088 | $2,318+76.4% | $2,954+38.4% | $2,551+60.3% |
| Participant deferral / active EE | $3,610 | $4,224-14.5% | $5,098-29.2% | $4,139-12.8% |
| Admin fee / account holder | $7,438 | $9,013-17.5% | $12,098-38.5% | $7,234+2.8% |