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 | $111,585 | $106,749+4.5% | $145,433-23.3% | $82,448+35.3% |
| Participation rate | 74.4% | 75.6%-1.3pp | 82.1%-7.8pp | 68.1%+6.3pp |
| Annual return | 11.14% | 27.59%-16.5pp | 66.58%-55.4pp | 41.64%-30.5pp |
| Employer contribution / active EE | $2,254 | $3,444-34.6% | $4,554-50.5% | $2,551-11.6% |
| Participant deferral / active EE | $4,657 | $6,519-28.6% | $7,897-41.0% | $4,139+12.5% |
| Admin fee / account holder | $60,897 | $8,390+625.8% | $13,129+363.8% | $7,234+741.8% |