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 | $140,620 | $95,453+47.3% | $112,040+25.5% | $82,448+70.6% |
| Participation rate | 92.6% | 72.8%+19.8pp | 76.5%+16.1pp | 68.1%+24.5pp |
| Annual return | 11.85% | 23.92%-12.1pp | 24.52%-12.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $5,793 | $2,318+149.9% | $2,954+96.1% | $2,551+127.1% |
| Participant deferral / active EE | $3,500 | $4,224-17.1% | $5,098-31.3% | $4,139-15.4% |
| Admin fee / account holder | $14,193 | $9,013+57.5% | $12,098+17.3% | $7,234+96.2% |