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 | $88,730 | $89,259-0.6% | $107,187-17.2% | $82,637+7.4% |
| Participation rate | 88.5% | 67.9%+20.5pp | 75.0%+13.4pp | 68.1%+20.4pp |
| Annual return | 12.18% | 21.02%-8.8pp | 204.55%-192.4pp | 53.51%-41.3pp |
| Employer contribution / active EE | $7,960 | $3,080+158.4% | $3,782+110.4% | $2,552+211.9% |
| Participant deferral / active EE | $5,302 | $4,037+31.3% | $5,096+4.0% | $4,126+28.5% |
| Admin fee / account holder | $10,231 | $7,381+38.6% | $9,162+11.7% | $7,339+39.4% |