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 | $82,385 | $156,398-47.3% | $147,318-44.1% | $138,895-40.7% |
| Participation rate | 73.3% | 83.8%-10.4pp | 82.1%-8.7pp | 79.9%-6.6pp |
| Annual return | 9.88% | 78.75%-68.9pp | 70.43%-60.6pp | 145.39%-135.5pp |
| Employer contribution / active EE | $2,100 | $4,853-56.7% | $4,593-54.3% | $4,194-49.9% |
| Participant deferral / active EE | $4,114 | $8,237-50.1% | $7,906-48.0% | $6,396-35.7% |
| Admin fee / account holder | $82,005 | $14,976+447.6% | $13,708+498.2% | $12,562+552.8% |