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 | $112,342 | $58,627+91.6% | $76,735+46.4% | $82,448+36.3% |
| Participation rate | 76.9% | 63.2%+13.7pp | 69.5%+7.4pp | 68.1%+8.9pp |
| Annual return | 12.10% | 39.10%-27.0pp | 29.77%-17.7pp | 41.64%-29.5pp |
| Employer contribution / active EE | $7,220 | $1,729+317.5% | $2,454+194.2% | $2,551+183.0% |
| Participant deferral / active EE | $1,746 | $3,134-44.3% | $4,088-57.3% | $4,139-57.8% |
| Admin fee / account holder | $12,797 | $5,323+140.4% | $7,189+78.0% | $7,234+76.9% |