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 | $80,165 | $96,052-16.5% | $118,106-32.1% | $87,485-8.4% |
| Participation rate | 97.1% | 77.0%+20.0pp | 81.9%+15.2pp | 68.9%+28.1pp |
| Annual return | 10.97% | 24.16%-13.2pp | 19.44%-8.5pp | 26.06%-15.1pp |
| Employer contribution / active EE | $5,043 | $3,939+28.0% | $4,698+7.3% | $2,596+94.3% |
| Participant deferral / active EE | $6,540 | $5,793+12.9% | $6,619-1.2% | $4,274+53.0% |
| Admin fee / account holder | $10,442 | $7,618+37.1% | $8,973+16.4% | $7,775+34.3% |