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 | $80,642 | $83,485-3.4% | $125,192-35.6% | $72,975+10.5% |
| Participation rate | 76.9% | 73.3%+3.6pp | 79.8%-2.9pp | 69.5%+7.4pp |
| Annual return | 15.56% | 25.77%-10.2pp | 43.79%-28.2pp | 81.01%-65.5pp |
| Employer contribution / active EE | $1,629 | $2,346-30.6% | $3,866-57.9% | $2,440-33.3% |
| Participant deferral / active EE | $3,423 | $3,586-4.5% | $4,937-30.7% | $3,608-5.1% |
| Admin fee / account holder | $5,624 | $5,518+1.9% | $9,704-42.0% | $5,124+9.8% |