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 | $102,104 | $86,050+18.7% | $189,758-46.2% | $94,015+8.6% |
| Participation rate | 96.0% | 68.9%+27.1pp | 79.8%+16.2pp | 70.8%+25.2pp |
| Annual return | 10.38% | 17.77%-7.4pp | 52.62%-42.2pp | 17.84%-7.5pp |
| Employer contribution / active EE | $1,976 | $2,819-29.9% | $4,767-58.5% | $2,790-29.2% |
| Participant deferral / active EE | $3,731 | $3,349+11.4% | $5,856-36.3% | $4,249-12.2% |
| Admin fee / account holder | $3,232 | $6,627-51.2% | $20,388-84.1% | $8,951-63.9% |