Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $105,479 | $91,439+15.4% | $135,974-22.4% | $71,511+47.5% |
| Participation rate | 71.6% | 75.7%-4.1pp | 81.9%-10.3pp | 67.9%+3.6pp |
| Annual return | 14.47% | 29.90%-15.4pp | 68.30%-53.8pp | 28.86%-14.4pp |
| Employer contribution / active EE | $3,130 | $3,705-15.5% | $4,859-35.6% | $2,589+20.9% |
| Participant deferral / active EE | $6,299 | $7,093-11.2% | $7,760-18.8% | $4,291+46.8% |
| Admin fee / account holder | $2,639 | $1,267+108.3% | $10,767-75.5% | $1,588+66.1% |