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 | $116,864 | $91,086+28.3% | $203,872-42.7% | $86,983+34.4% |
| Participation rate | 71.0% | 65.8%+5.1pp | 77.8%-6.8pp | 69.5%+1.4pp |
| Annual return | 11.61% | 22.30%-10.7pp | 85.11%-73.5pp | 25.83%-14.2pp |
| Employer contribution / active EE | $2,153 | $2,063+4.3% | $3,757-42.7% | $2,584-16.7% |
| Participant deferral / active EE | $4,764 | $4,019+18.6% | $6,388-25.4% | $4,194+13.6% |
| Admin fee / account holder | $12,412 | $8,987+38.1% | $11,730+5.8% | $7,856+58.0% |