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 | $105,998 | $72,273+46.7% | $101,275+4.7% | $79,856+32.7% |
| Participation rate | 75.9% | 68.5%+7.4pp | 75.8%+0.1pp | 69.6%+6.2pp |
| Annual return | 4.52% | 22.30%-17.8pp | 46.48%-42.0pp | 31.71%-27.2pp |
| Employer contribution / active EE | $9,558 | $2,691+255.2% | $3,660+161.1% | $2,471+286.8% |
| Participant deferral / active EE | $4,492 | $3,282+36.9% | $4,371+2.8% | $3,741+20.1% |
| Admin fee / account holder | $2,239 | $4,401-49.1% | $5,948-62.4% | $5,306-57.8% |