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 | $154,447 | $97,550+58.3% | $120,344+28.3% | $87,485+76.5% |
| Participation rate | 89.3% | 72.8%+16.5pp | 76.7%+12.6pp | 68.9%+20.4pp |
| Annual return | 10.72% | 18.41%-7.7pp | 20.30%-9.6pp | 26.06%-15.3pp |
| Employer contribution / active EE | $1,271 | $2,291-44.5% | $3,020-57.9% | $2,596-51.0% |
| Participant deferral / active EE | $2,986 | $4,230-29.4% | $5,135-41.9% | $4,274-30.1% |
| Admin fee / account holder | $5,633 | $9,543-41.0% | $12,742-55.8% | $7,775-27.5% |