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 | $99,195 | $71,215+39.3% | $93,696+5.9% | $80,935+22.6% |
| Participation rate | 97.1% | 60.4%+36.7pp | 68.7%+28.3pp | 67.7%+29.4pp |
| Annual return | 9.82% | 11.27%-1.4pp | 133.74%-123.9pp | 35.66%-25.8pp |
| Employer contribution / active EE | $2,049 | $1,565+30.9% | $2,422-15.4% | $2,757-25.7% |
| Participant deferral / active EE | $4,757 | $4,037+17.8% | $4,417+7.7% | $4,299+10.6% |
| Admin fee / account holder | $11,223 | $6,958+61.3% | $8,287+35.4% | $6,924+62.1% |