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 | $107,996 | $106,749+1.2% | $145,433-25.7% | $82,448+31.0% |
| Participation rate | 92.7% | 75.6%+17.1pp | 82.1%+10.6pp | 68.1%+24.7pp |
| Annual return | 13.93% | 27.59%-13.7pp | 66.58%-52.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $3,810 | $3,444+10.6% | $4,554-16.3% | $2,551+49.4% |
| Participant deferral / active EE | $7,882 | $6,519+20.9% | $7,897-0.2% | $4,139+90.4% |
| Admin fee / account holder | $7,455 | $8,390-11.1% | $13,129-43.2% | $7,234+3.0% |