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 | $147,957 | $181,896-18.7% | $156,551-5.5% | $273,972-46.0% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 0.99% | 30.74%-29.8pp | 32.23%-31.2pp | 41.46%-40.5pp |
| Employer contribution / active EE | $7,132 | $6,248+14.2% | $5,501+29.7% | $4,869+46.5% |
| Participant deferral / active EE | $6,498 | $5,550+17.1% | $4,871+33.4% | $5,287+22.9% |
| Admin fee / account holder | $1,614 | $15,560-89.6% | $13,028-87.6% | $10,133-84.1% |