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 | $83,845 | $108,825-23.0% | $156,181-46.3% | $82,448+1.7% |
| Participation rate | 86.5% | 72.4%+14.1pp | 78.8%+7.7pp | 68.1%+18.4pp |
| Annual return | 12.19% | 20.59%-8.4pp | 64.87%-52.7pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,733 | $2,870-39.6% | $4,294-59.6% | $2,551-32.0% |
| Participant deferral / active EE | $5,021 | $4,577+9.7% | $6,132-18.1% | $4,139+21.3% |
| Admin fee / account holder | $4,471 | $9,341-52.1% | $14,586-69.3% | $7,234-38.2% |