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 | $100,804 | $104,098-3.2% | $140,514-28.3% | $94,015+7.2% |
| Participation rate | 81.5% | 73.7%+7.8pp | 77.8%+3.7pp | 70.8%+10.7pp |
| Annual return | 9.29% | 15.14%-5.8pp | 14.36%-5.1pp | 17.84%-8.6pp |
| Employer contribution / active EE | $2,159 | $2,388-9.6% | $3,378-36.1% | $2,790-22.6% |
| Participant deferral / active EE | $4,667 | $4,033+15.7% | $4,919-5.1% | $4,249+9.8% |
| Admin fee / account holder | $1,230 | $10,439-88.2% | $13,697-91.0% | $8,951-86.3% |