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 | $96,989 | $138,386-29.9% | $184,260-47.4% | $80,935+19.8% |
| Participation rate | 70.6% | 83.9%-13.3pp | 86.8%-16.2pp | 67.7%+2.9pp |
| Annual return | 10.96% | 20.02%-9.1pp | 28.84%-17.9pp | 35.66%-24.7pp |
| Employer contribution / active EE | $3,340 | $4,851-31.1% | $6,427-48.0% | $2,757+21.2% |
| Participant deferral / active EE | $3,551 | $7,076-49.8% | $9,133-61.1% | $4,299-17.4% |
| Admin fee / account holder | $2,663 | $10,489-74.6% | $13,898-80.8% | $6,924-61.5% |