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 | $109,231 | $69,383+57.4% | $101,271+7.9% | $73,493+48.6% |
| Participation rate | 82.2% | 68.4%+13.8pp | 75.8%+6.4pp | 70.7%+11.5pp |
| Annual return | 10.33% | 18.46%-8.1pp | 46.48%-36.1pp | 28.51%-18.2pp |
| Employer contribution / active EE | $7,887 | $2,628+200.1% | $3,660+115.5% | $2,270+247.5% |
| Participant deferral / active EE | $7,148 | $3,301+116.5% | $4,371+63.5% | $3,740+91.1% |
| Admin fee / account holder | $8,458 | $704+1101.7% | $5,948+42.2% | $513+1548.4% |