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 | $93,563 | $81,358+15.0% | $155,556-39.9% | $80,959+15.6% |
| Participation rate | 82.4% | 66.3%+16.1pp | 78.2%+4.1pp | 67.7%+14.7pp |
| Annual return | 9.63% | 33.39%-23.8pp | 64.84%-55.2pp | 35.67%-26.0pp |
| Employer contribution / active EE | $2,498 | $3,106-19.6% | $4,675-46.6% | $2,757-9.4% |
| Participant deferral / active EE | $5,717 | $3,455+65.5% | $5,631+1.5% | $4,300+32.9% |
| Admin fee / account holder | $11,219 | $7,994+40.4% | $15,885-29.4% | $6,925+62.0% |