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 | $110,946 | $86,938+27.6% | $102,423+8.3% | $80,925+37.1% |
| Participation rate | 87.1% | 72.4%+14.7pp | 76.5%+10.6pp | 67.7%+19.4pp |
| Annual return | 9.08% | 18.89%-9.8pp | 29.42%-20.3pp | 35.65%-26.6pp |
| Employer contribution / active EE | $2,765 | $2,369+16.7% | $3,023-8.5% | $2,756+0.3% |
| Participant deferral / active EE | $3,811 | $4,120-7.5% | $5,054-24.6% | $4,299-11.3% |
| Admin fee / account holder | $4,185 | $8,053-48.0% | $9,455-55.7% | $6,940-39.7% |