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 | $154,823 | $108,825+42.3% | $156,181-0.9% | $82,448+87.8% |
| Participation rate | 97.5% | 72.4%+25.1pp | 78.8%+18.7pp | 68.1%+29.4pp |
| Annual return | 12.25% | 20.59%-8.3pp | 64.87%-52.6pp | 41.64%-29.4pp |
| Employer contribution / active EE | $2,700 | $2,870-5.9% | $4,294-37.1% | $2,551+5.8% |
| Participant deferral / active EE | $3,406 | $4,577-25.6% | $6,132-44.5% | $4,139-17.7% |
| Admin fee / account holder | $17,646 | $9,341+88.9% | $14,586+21.0% | $7,234+143.9% |