Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $81,486 | $56,894+43.2% | $84,753-3.9% | $62,881+29.6% |
| Participation rate | 96.4% | 68.5%+27.9pp | 76.6%+19.8pp | 69.3%+27.1pp |
| Annual return | 1.20% | 6.30%-5.1pp | 22.78%-21.6pp | 20.14%-18.9pp |
| Employer contribution / active EE | $1,755 | $2,400-26.9% | $3,574-50.9% | $2,281-23.1% |
| Participant deferral / active EE | $4,758 | $2,709+75.6% | $3,712+28.2% | $3,203+48.5% |
| Admin fee / account holder | $5,606 | $3,581+56.5% | $5,333+5.1% | $4,296+30.5% |