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 | $103,974 | $85,766+21.2% | $136,297-23.7% | $70,131+48.3% |
| Participation rate | 92.3% | 74.2%+18.2pp | 81.9%+10.4pp | 69.5%+22.8pp |
| Annual return | 11.82% | 31.45%-19.6pp | 5156.16%-5144.3pp | 73.14%-61.3pp |
| Employer contribution / active EE | $1,579 | $2,966-46.8% | $4,696-66.4% | $2,342-32.6% |
| Participant deferral / active EE | $5,522 | $5,051+9.3% | $6,247-11.6% | $3,332+65.7% |
| Admin fee / account holder | $7,865 | $5,420+45.1% | $9,244-14.9% | $4,645+69.3% |