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 | $124,654 | $101,795+22.5% | $165,100-24.5% | $80,959+54.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 9.02% | 16.73%-7.7pp | 70.21%-61.2pp | 35.67%-26.6pp |
| Employer contribution / active EE | $4,420 | $2,954+49.6% | $4,348+1.7% | $2,757+60.3% |
| Participant deferral / active EE | $6,423 | $4,476+43.5% | $6,035+6.4% | $4,300+49.4% |
| Admin fee / account holder | $10,286 | $8,221+25.1% | $12,696-19.0% | $6,925+48.5% |