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 | $97,316 | $81,504+19.4% | $102,437-5.0% | $80,959+20.2% |
| Participation rate | 80.0% | 66.9%+13.1pp | 74.5%+5.5pp | 67.7%+12.3pp |
| Annual return | 10.29% | 25.60%-15.3pp | 24.95%-14.7pp | 35.67%-25.4pp |
| Employer contribution / active EE | $1,809 | $3,104-41.7% | $3,871-53.3% | $2,757-34.4% |
| Participant deferral / active EE | $4,961 | $3,871+28.2% | $5,060-2.0% | $4,300+15.4% |
| Admin fee / account holder | $1,541 | $6,719-77.1% | $8,388-81.6% | $6,925-77.7% |