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 | $78,694 | $48,314+62.9% | $67,561+16.5% | $80,925-2.8% |
| Participation rate | 90.2% | 66.4%+23.8pp | 72.9%+17.3pp | 67.7%+22.6pp |
| Annual return | 9.90% | 18.28%-8.4pp | 3525.44%-3515.5pp | 35.65%-25.8pp |
| Employer contribution / active EE | $2,719 | $2,022+34.5% | $2,735-0.6% | $2,756-1.4% |
| Participant deferral / active EE | $2,175 | $2,927-25.7% | $4,003-45.7% | $4,299-49.4% |
| Admin fee / account holder | $5,512 | $3,690+49.4% | $4,006+37.6% | $6,940-20.6% |