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 | $84,765 | $73,978+14.6% | $96,515-12.2% | $75,173+12.8% |
| Participation rate | 82.1% | 66.4%+15.7pp | 74.3%+7.8pp | 67.2%+14.9pp |
| Annual return | 11.81% | 26.72%-14.9pp | 35.73%-23.9pp | 160.72%-148.9pp |
| Employer contribution / active EE | $2,109 | $2,931-28.0% | $3,740-43.6% | $2,671-21.0% |
| Participant deferral / active EE | $3,353 | $3,660-8.4% | $4,880-31.3% | $4,126-18.8% |
| Admin fee / account holder | $11,647 | $5,219+123.2% | $6,735+72.9% | $5,651+106.1% |