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 | $92,221 | $81,487+13.2% | $102,412-10.0% | $80,935+13.9% |
| Participation rate | 82.1% | 66.8%+15.3pp | 74.5%+7.6pp | 67.7%+14.5pp |
| Annual return | 8.71% | 25.60%-16.9pp | 24.94%-16.2pp | 35.66%-27.0pp |
| Employer contribution / active EE | $4,015 | $3,103+29.4% | $3,870+3.7% | $2,757+45.6% |
| Participant deferral / active EE | $10,598 | $3,871+173.8% | $5,060+109.4% | $4,299+146.5% |
| Admin fee / account holder | $858 | $6,717-87.2% | $8,388-89.8% | $6,924-87.6% |