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 | $115,820 | $58,600+97.6% | $83,327+39.0% | $64,173+80.5% |
| Participation rate | 95.0% | 72.0%+23.0pp | 77.8%+17.2pp | 69.6%+25.4pp |
| Annual return | -8.44% | 9.66%-18.1pp | 10.64%-19.1pp | 7.63%-16.1pp |
| Employer contribution / active EE | $2,710 | $2,098+29.1% | $3,379-19.8% | $2,381+13.8% |
| Participant deferral / active EE | $5,074 | $4,656+9.0% | $5,565-8.8% | $3,470+46.2% |
| Admin fee / account holder | $14,649 | $9,282+57.8% | $7,540+94.3% | $4,887+199.7% |