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 | $87,097 | $47,848+82.0% | $81,473+6.9% | $70,124+24.2% |
| Participation rate | 97.0% | 58.3%+38.7pp | 68.0%+29.0pp | 69.5%+27.4pp |
| Annual return | 9.22% | 27.25%-18.0pp | 38.78%-29.6pp | 73.14%-63.9pp |
| Employer contribution / active EE | $8,975 | $1,527+487.7% | $2,568+249.5% | $2,342+283.2% |
| Participant deferral / active EE | $2,804 | $2,453+14.3% | $3,537-20.7% | $3,332-15.9% |
| Admin fee / account holder | $3,735 | $3,145+18.8% | $4,561-18.1% | $4,645-19.6% |