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 | $107,366 | $65,364+64.3% | $92,909+15.6% | $72,975+47.1% |
| Participation rate | 84.8% | 68.3%+16.5pp | 76.0%+8.8pp | 69.5%+15.4pp |
| Annual return | 9.42% | 42.11%-32.7pp | 109.44%-100.0pp | 81.01%-71.6pp |
| Employer contribution / active EE | $976 | $2,594-62.4% | $3,653-73.3% | $2,440-60.0% |
| Participant deferral / active EE | $5,343 | $3,128+70.8% | $4,238+26.1% | $3,608+48.1% |
| Admin fee / account holder | $978 | $4,251-77.0% | $5,795-83.1% | $5,124-80.9% |