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 | $110,180 | $77,638+41.9% | $156,551-29.6% | $62,881+75.2% |
| Participation rate | 70.7% | 71.2%-0.5pp | 84.0%-13.3pp | 69.3%+1.4pp |
| Annual return | 3.43% | 50.33%-46.9pp | 32.23%-28.8pp | 20.14%-16.7pp |
| Employer contribution / active EE | $2,057 | $3,444-40.3% | $5,501-62.6% | $2,281-9.8% |
| Participant deferral / active EE | $3,957 | $3,046+29.9% | $4,871-18.8% | $3,203+23.5% |
| Admin fee / account holder | $4,302 | $5,561-22.6% | $13,028-67.0% | $4,296+0.2% |