Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $116,342 | $77,962+49.2% | $178,540-34.8% | $80,935+43.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 4.79% | 18.10%-13.3pp | 27.15%-22.4pp | 35.66%-30.9pp |
| Employer contribution / active EE | $2,911 | $2,280+27.7% | $3,953-26.4% | $2,757+5.6% |
| Participant deferral / active EE | $5,149 | $4,404+16.9% | $6,281-18.0% | $4,299+19.7% |
| Admin fee / account holder | $1,466 | $7,156-79.5% | $10,424-85.9% | $6,924-78.8% |