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 | $77,769 | $77,523+0.3% | $100,383-22.5% | $80,874-3.8% |
| Participation rate | 90.7% | 77.0%+13.7pp | 81.5%+9.2pp | 67.6%+23.1pp |
| Annual return | 11.64% | 37.21%-25.6pp | 49.26%-37.6pp | 35.62%-24.0pp |
| Employer contribution / active EE | $3,267 | $2,801+16.6% | $3,944-17.2% | $2,756+18.6% |
| Participant deferral / active EE | $7,596 | $6,822+11.3% | $8,086-6.1% | $4,297+76.8% |
| Admin fee / account holder | $13,068 | $5,899+121.5% | $7,900+65.4% | $6,935+88.4% |