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 | $76,582 | $126,661-39.5% | $113,397-32.5% | $138,895-44.9% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.5%+6.8pp | 79.9%+3.4pp |
| Annual return | 8.88% | 25.05%-16.2pp | 23.20%-14.3pp | 145.39%-136.5pp |
| Employer contribution / active EE | $2,505 | $3,456-27.5% | $2,977-15.8% | $4,194-40.3% |
| Participant deferral / active EE | $2,672 | $5,693-53.1% | $5,076-47.4% | $6,396-58.2% |
| Admin fee / account holder | $19,808 | $14,549+36.1% | $11,957+65.7% | $12,562+57.7% |