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 | $91,775 | $81,457+12.7% | $103,378-11.2% | $80,911+13.4% |
| Participation rate | 97.9% | 66.8%+31.1pp | 74.5%+23.4pp | 67.6%+30.3pp |
| Annual return | 9.77% | 25.58%-15.8pp | 24.91%-15.1pp | 35.63%-25.9pp |
| Employer contribution / active EE | $5,152 | $3,107+65.8% | $3,870+33.1% | $2,756+86.9% |
| Participant deferral / active EE | $3,973 | $3,871+2.6% | $5,058-21.4% | $4,297-7.5% |
| Admin fee / account holder | $5,270 | $6,717-21.5% | $8,401-37.3% | $6,935-24.0% |