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 | $106,331 | $78,423+35.6% | $95,964+10.8% | $79,856+33.2% |
| Participation rate | 96.7% | 73.5%+23.2pp | 77.1%+19.6pp | 69.6%+27.0pp |
| Annual return | 9.93% | 19.37%-9.4pp | 91.64%-81.7pp | 31.71%-21.8pp |
| Employer contribution / active EE | $950 | $1,945-51.2% | $2,541-62.6% | $2,471-61.6% |
| Participant deferral / active EE | $1,871 | $3,440-45.6% | $4,167-55.1% | $3,741-50.0% |
| Admin fee / account holder | $3,203 | $5,622-43.0% | $6,797-52.9% | $5,306-39.6% |