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 | $95,352 | $108,825-12.4% | $156,181-38.9% | $82,448+15.7% |
| Participation rate | 88.0% | 72.4%+15.6pp | 78.8%+9.2pp | 68.1%+19.9pp |
| Annual return | 12.05% | 20.59%-8.5pp | 64.87%-52.8pp | 41.64%-29.6pp |
| Employer contribution / active EE | $2,343 | $2,870-18.4% | $4,294-45.4% | $2,551-8.1% |
| Participant deferral / active EE | $4,133 | $4,577-9.7% | $6,132-32.6% | $4,139-0.2% |
| Admin fee / account holder | $7,465 | $9,341-20.1% | $14,586-48.8% | $7,234+3.2% |