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 | $87,467 | $51,638+69.4% | $68,368+27.9% | $82,448+6.1% |
| Participation rate | 88.9% | 63.6%+25.3pp | 73.8%+15.1pp | 68.1%+20.8pp |
| Annual return | 10.78% | 37.53%-26.8pp | 292.57%-281.8pp | 41.64%-30.9pp |
| Employer contribution / active EE | $2,321 | $2,047+13.4% | $2,649-12.4% | $2,551-9.0% |
| Participant deferral / active EE | $5,165 | $2,914+77.3% | $4,123+25.3% | $4,139+24.8% |
| Admin fee / account holder | $2,504 | $4,643-46.1% | $5,150-51.4% | $7,234-65.4% |