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 | $94,749 | $115,225-17.8% | $100,712-5.9% | $138,895-31.8% |
| Participation rate | 73.3% | 74.3%-1.0pp | 69.3%+4.1pp | 79.9%-6.6pp |
| Annual return | 5.94% | 40.35%-34.4pp | 33.27%-27.3pp | 145.39%-139.5pp |
| Employer contribution / active EE | $1,664 | $2,771-40.0% | $2,313-28.0% | $4,194-60.3% |
| Participant deferral / active EE | $3,160 | $4,699-32.8% | $4,085-22.7% | $6,396-50.6% |
| Admin fee / account holder | $3,372 | $10,844-68.9% | $9,256-63.6% | $12,562-73.2% |