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 | $103,134 | $57,140+80.5% | $85,240+21.0% | $80,959+27.4% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 7.45% | 21.71%-14.3pp | 66.75%-59.3pp | 35.67%-28.2pp |
| Employer contribution / active EE | $1,936 | $1,802+7.4% | $2,735-29.2% | $2,757-29.8% |
| Participant deferral / active EE | $4,287 | $3,115+37.6% | $4,527-5.3% | $4,300-0.3% |
| Admin fee / account holder | $4,758 | $4,992-4.7% | $6,165-22.8% | $6,925-31.3% |