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 | $173,409 | $76,407+127.0% | $150,298+15.4% | $82,448+110.3% |
| Participation rate | 71.8% | 66.4%+5.4pp | 77.8%-6.0pp | 68.1%+3.7pp |
| Annual return | 11.62% | 39.99%-28.4pp | 62.79%-51.2pp | 41.64%-30.0pp |
| Employer contribution / active EE | $753 | $2,614-71.2% | $4,154-81.9% | $2,551-70.5% |
| Participant deferral / active EE | $6,529 | $3,214+103.1% | $5,453+19.7% | $4,139+57.7% |
| Admin fee / account holder | $5,797 | $6,352-8.7% | $14,116-58.9% | $7,234-19.9% |