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 | $109,061 | $89,652+21.6% | $141,197-22.8% | $65,186+67.3% |
| Participation rate | 94.1% | 74.7%+19.4pp | 82.5%+11.6pp | 70.2%+23.9pp |
| Annual return | 15.67% | 32.79%-17.1pp | 71.41%-55.7pp | 29.39%-13.7pp |
| Employer contribution / active EE | $7,246 | $3,065+136.4% | $4,736+53.0% | $2,177+232.9% |
| Participant deferral / active EE | $6,601 | $5,691+16.0% | $6,710-1.6% | $3,514+87.9% |
| Admin fee / account holder | $1,465 | $569+157.6% | $10,265-85.7% | $847+72.9% |