Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $81,464 | $156,398-47.9% | $147,318-44.7% | $138,895-41.3% |
| Participation rate | 92.3% | 83.8%+8.6pp | 82.1%+10.2pp | 79.9%+12.4pp |
| Annual return | 11.09% | 78.75%-67.7pp | 70.43%-59.3pp | 145.39%-134.3pp |
| Employer contribution / active EE | $2,839 | $4,853-41.5% | $4,593-38.2% | $4,194-32.3% |
| Participant deferral / active EE | $7,075 | $8,237-14.1% | $7,906-10.5% | $6,396+10.6% |
| Admin fee / account holder | $18,261 | $14,976+21.9% | $13,708+33.2% | $12,562+45.4% |