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 | $118,962 | $138,393-14.0% | $184,256-35.4% | $80,959+46.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 8.94% | 20.01%-11.1pp | 28.85%-19.9pp | 35.67%-26.7pp |
| Employer contribution / active EE | $3,338 | $4,847-31.1% | $6,427-48.1% | $2,757+21.1% |
| Participant deferral / active EE | $7,737 | $7,076+9.3% | $9,133-15.3% | $4,300+79.9% |
| Admin fee / account holder | $1,422 | $10,489-86.4% | $13,899-89.8% | $6,925-79.5% |