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 | $96,170 | $76,407+25.9% | $150,298-36.0% | $82,448+16.6% |
| Participation rate | 96.8% | 66.4%+30.4pp | 77.8%+19.0pp | 68.1%+28.7pp |
| Annual return | 12.34% | 39.99%-27.7pp | 62.79%-50.4pp | 41.64%-29.3pp |
| Employer contribution / active EE | $6,089 | $2,614+133.0% | $4,154+46.6% | $2,551+138.7% |
| Participant deferral / active EE | $4,549 | $3,214+41.5% | $5,453-16.6% | $4,139+9.9% |
| Admin fee / account holder | $53,960 | $6,352+749.5% | $14,116+282.3% | $7,234+645.9% |