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 | $107,971 | $71,197+51.6% | $93,669+15.3% | $80,925+33.4% |
| Participation rate | 85.0% | 60.4%+24.6pp | 68.7%+16.3pp | 67.7%+17.3pp |
| Annual return | 9.90% | 11.27%-1.4pp | 133.59%-123.7pp | 35.65%-25.7pp |
| Employer contribution / active EE | $3,238 | $1,565+106.9% | $2,424+33.6% | $2,756+17.5% |
| Participant deferral / active EE | $7,084 | $4,036+75.5% | $4,416+60.4% | $4,299+64.8% |
| Admin fee / account holder | $5,032 | $6,959-27.7% | $8,291-39.3% | $6,940-27.5% |