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 | $98,410 | $81,358+21.0% | $155,556-36.7% | $80,959+21.6% |
| Participation rate | 82.8% | 66.3%+16.5pp | 78.2%+4.5pp | 67.7%+15.1pp |
| Annual return | 8.08% | 33.39%-25.3pp | 64.84%-56.8pp | 35.67%-27.6pp |
| Employer contribution / active EE | $1,075 | $3,106-65.4% | $4,675-77.0% | $2,757-61.0% |
| Participant deferral / active EE | $3,465 | $3,455+0.3% | $5,631-38.5% | $4,300-19.4% |
| Admin fee / account holder | $1,362 | $7,994-83.0% | $15,885-91.4% | $6,925-80.3% |