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 | $127,409 | $106,749+19.4% | $145,433-12.4% | $82,448+54.5% |
| Participation rate | 88.9% | 75.6%+13.2pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 13.86% | 27.59%-13.7pp | 66.58%-52.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $2,876 | $3,444-16.5% | $4,554-36.9% | $2,551+12.7% |
| Participant deferral / active EE | $6,537 | $6,519+0.3% | $7,897-17.2% | $4,139+57.9% |
| Admin fee / account holder | $18,962 | $8,390+126.0% | $13,129+44.4% | $7,234+162.1% |