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 | $100,597 | $53,128+89.3% | $86,582+16.2% | $70,126+43.5% |
| Participation rate | 77.1% | 65.3%+11.8pp | 73.5%+3.5pp | 69.5%+7.5pp |
| Annual return | 10.22% | 27.66%-17.4pp | 965.08%-954.9pp | 73.15%-62.9pp |
| Employer contribution / active EE | $1,874 | $2,068-9.4% | $2,839-34.0% | $2,343-20.0% |
| Participant deferral / active EE | $5,798 | $2,695+115.1% | $3,609+60.7% | $3,332+74.0% |
| Admin fee / account holder | $7,857 | $3,584+119.2% | $4,904+60.2% | $4,645+69.1% |