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 | $139,176 | $100,194+38.9% | $122,979+13.2% | $86,983+60.0% |
| Participation rate | 73.5% | 73.0%+0.6pp | 77.2%-3.7pp | 69.5%+4.0pp |
| Annual return | 9.23% | 16.47%-7.2pp | 20.12%-10.9pp | 25.83%-16.6pp |
| Employer contribution / active EE | $1,553 | $2,326-33.2% | $3,062-49.3% | $2,584-39.9% |
| Participant deferral / active EE | $2,885 | $4,133-30.2% | $5,003-42.3% | $4,194-31.2% |
| Admin fee / account holder | $13,315 | $10,148+31.2% | $12,864+3.5% | $7,856+69.5% |