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 | $115,044 | $49,249+133.6% | $70,476+63.2% | $79,852+44.1% |
| Participation rate | 71.7% | 69.2%+2.5pp | 75.1%-3.4pp | 69.6%+2.0pp |
| Annual return | 3.55% | 30.09%-26.5pp | 109.12%-105.6pp | 31.72%-28.2pp |
| Employer contribution / active EE | $1,074 | $2,100-48.9% | $2,738-60.8% | $2,471-56.6% |
| Participant deferral / active EE | $4,187 | $2,769+51.2% | $3,710+12.9% | $3,740+11.9% |
| Admin fee / account holder | $8,352 | $2,878+190.2% | $3,847+117.1% | $5,306+57.4% |