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 | $99,522 | $57,073+74.4% | $85,126+16.9% | $80,925+23.0% |
| Participation rate | 74.4% | 56.4%+18.0pp | 67.5%+6.9pp | 67.7%+6.8pp |
| Annual return | 9.57% | 21.69%-12.1pp | 66.63%-57.1pp | 35.65%-26.1pp |
| Employer contribution / active EE | $1,998 | $1,801+11.0% | $2,731-26.8% | $2,756-27.5% |
| Participant deferral / active EE | $5,031 | $3,113+61.6% | $4,523+11.2% | $4,299+17.0% |
| Admin fee / account holder | $1,343 | $4,988-73.1% | $6,160-78.2% | $6,940-80.7% |