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 | $80,101 | $106,524-24.8% | $152,301-47.4% | $87,485-8.4% |
| Participation rate | 80.9% | 75.8%+5.1pp | 82.4%-1.6pp | 68.9%+11.9pp |
| Annual return | 6.86% | 26.89%-20.0pp | 80.50%-73.6pp | 26.06%-19.2pp |
| Employer contribution / active EE | $2,849 | $3,371-15.5% | $4,624-38.4% | $2,596+9.7% |
| Participant deferral / active EE | $5,395 | $6,525-17.3% | $8,004-32.6% | $4,274+26.2% |
| Admin fee / account holder | $42,190 | $8,287+409.1% | $14,398+193.0% | $7,775+442.7% |