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 | $117,380 | $72,492+61.9% | $87,104+34.8% | $72,975+60.8% |
| Participation rate | 76.9% | 72.8%+4.1pp | 76.9%+0.1pp | 69.5%+7.4pp |
| Annual return | 3.26% | 24.46%-21.2pp | 28.19%-24.9pp | 81.01%-77.8pp |
| Employer contribution / active EE | $1,022 | $1,894-46.0% | $2,521-59.5% | $2,440-58.1% |
| Participant deferral / active EE | $3,453 | $3,270+5.6% | $4,048-14.7% | $3,608-4.3% |
| Admin fee / account holder | $6,996 | $5,055+38.4% | $7,491-6.6% | $5,124+36.5% |