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 | $75,847 | $97,550-22.2% | $120,344-37.0% | $87,485-13.3% |
| Participation rate | 86.4% | 72.8%+13.5pp | 76.7%+9.7pp | 68.9%+17.4pp |
| Annual return | 11.70% | 18.41%-6.7pp | 20.30%-8.6pp | 26.06%-14.4pp |
| Employer contribution / active EE | $1,926 | $2,291-15.9% | $3,020-36.2% | $2,596-25.8% |
| Participant deferral / active EE | $5,739 | $4,230+35.7% | $5,135+11.8% | $4,274+34.3% |
| Admin fee / account holder | $10,000 | $9,543+4.8% | $12,742-21.5% | $7,775+28.6% |