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 | $100,549 | $76,407+31.6% | $150,298-33.1% | $82,448+22.0% |
| Participation rate | 98.4% | 66.4%+32.0pp | 77.8%+20.7pp | 68.1%+30.4pp |
| Annual return | 12.57% | 39.99%-27.4pp | 62.79%-50.2pp | 41.64%-29.1pp |
| Employer contribution / active EE | $4,048 | $2,614+54.9% | $4,154-2.5% | $2,551+58.7% |
| Participant deferral / active EE | $3,304 | $3,214+2.8% | $5,453-39.4% | $4,139-20.2% |
| Admin fee / account holder | $20,617 | $6,352+224.6% | $14,116+46.1% | $7,234+185.0% |