Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $118,182 | $93,617+26.2% | $135,982-13.1% | $75,177+57.2% |
| Participation rate | 94.0% | 75.2%+18.8pp | 81.9%+12.1pp | 67.2%+26.8pp |
| Annual return | 14.34% | 30.89%-16.6pp | 68.32%-54.0pp | 160.75%-146.4pp |
| Employer contribution / active EE | $10,041 | $3,538+183.8% | $4,859+106.6% | $2,671+275.9% |
| Participant deferral / active EE | $8,810 | $6,406+37.5% | $7,760+13.5% | $4,126+113.5% |
| Admin fee / account holder | $18,431 | $6,980+164.1% | $10,767+71.2% | $5,651+226.1% |