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 | $88,846 | $97,648-9.0% | $121,663-27.0% | $87,485+1.6% |
| Participation rate | 94.7% | 70.5%+24.3pp | 74.5%+20.2pp | 68.9%+25.8pp |
| Annual return | 10.22% | 18.03%-7.8pp | 147.54%-137.3pp | 26.06%-15.8pp |
| Employer contribution / active EE | $4,455 | $2,300+93.7% | $3,020+47.5% | $2,596+71.6% |
| Participant deferral / active EE | $3,109 | $3,923-20.8% | $4,887-36.4% | $4,274-27.3% |
| Admin fee / account holder | $4,690 | $11,100-57.7% | $14,289-67.2% | $7,775-39.7% |