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 | $103,516 | $154,228-32.9% | $145,433-28.8% | $137,256-24.6% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 10.07% | 74.59%-64.5pp | 66.58%-56.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $2,779 | $4,804-42.1% | $4,554-39.0% | $4,156-33.1% |
| Participant deferral / active EE | $2,831 | $8,216-65.5% | $7,897-64.1% | $6,407-55.8% |
| Admin fee / account holder | $5,902 | $14,344-58.9% | $13,129-55.0% | $12,270-51.9% |