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 | $96,245 | $77,638+24.0% | $156,551-38.5% | $62,881+53.1% |
| Participation rate | 74.6% | 71.2%+3.4pp | 84.0%-9.4pp | 69.3%+5.3pp |
| Annual return | 4.21% | 50.33%-46.1pp | 32.23%-28.0pp | 20.14%-15.9pp |
| Employer contribution / active EE | $4,812 | $3,444+39.7% | $5,501-12.5% | $2,281+111.0% |
| Participant deferral / active EE | $1,210 | $3,046-60.3% | $4,871-75.2% | $3,203-62.2% |
| Admin fee / account holder | $2,193 | $5,561-60.6% | $13,028-83.2% | $4,296-48.9% |