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 | $99,612 | $67,602+47.4% | $82,312+21.0% | $70,126+42.0% |
| Participation rate | 89.7% | 72.8%+17.0pp | 76.9%+12.8pp | 69.5%+20.2pp |
| Annual return | 7.31% | 21.57%-14.3pp | 25.88%-18.6pp | 73.15%-65.8pp |
| Employer contribution / active EE | $5,684 | $1,755+223.9% | $2,428+134.1% | $2,343+142.7% |
| Participant deferral / active EE | $3,818 | $2,987+27.8% | $3,706+3.0% | $3,332+14.6% |
| Admin fee / account holder | $780 | $4,512-82.7% | $5,608-86.1% | $4,645-83.2% |