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 | $94,985 | $73,955+28.4% | $96,520-1.6% | $75,181+26.3% |
| Participation rate | 85.7% | 66.4%+19.3pp | 74.3%+11.4pp | 67.2%+18.5pp |
| Annual return | 12.52% | 26.72%-14.2pp | 35.72%-23.2pp | 160.69%-148.2pp |
| Employer contribution / active EE | $6,901 | $2,930+135.5% | $3,739+84.6% | $2,671+158.4% |
| Participant deferral / active EE | $5,105 | $3,659+39.5% | $4,879+4.6% | $4,126+23.7% |
| Admin fee / account holder | $10,742 | $5,217+105.9% | $6,733+59.5% | $5,650+90.1% |