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 | $87,424 | $58,099+50.5% | $76,872+13.7% | $75,173+16.3% |
| Participation rate | 78.6% | 63.9%+14.7pp | 69.6%+9.0pp | 67.2%+11.4pp |
| Annual return | 11.08% | 26.71%-15.6pp | 37.90%-26.8pp | 160.72%-149.6pp |
| Employer contribution / active EE | $3,094 | $1,996+55.0% | $2,533+22.1% | $2,671+15.8% |
| Participant deferral / active EE | $2,902 | $2,999-3.2% | $3,832-24.3% | $4,126-29.7% |
| Admin fee / account holder | $12,765 | $4,778+167.2% | $5,476+133.1% | $5,651+125.9% |