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 | $80,907 | $56,110+44.2% | $94,993-14.8% | $70,126+15.4% |
| Participation rate | 86.7% | 65.0%+21.7pp | 73.9%+12.8pp | 69.5%+17.1pp |
| Annual return | 9.55% | 51.02%-41.5pp | 27.14%-17.6pp | 73.15%-63.6pp |
| Employer contribution / active EE | $6,340 | $1,442+339.6% | $2,603+143.5% | $2,343+170.7% |
| Participant deferral / active EE | $4,584 | $2,391+91.7% | $3,317+38.2% | $3,332+37.6% |
| Admin fee / account holder | $42,789 | $3,456+1138.0% | $4,960+762.6% | $4,645+821.1% |