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 | $184,769 | $185,312-0.3% | $161,489+14.4% | $154,746+19.4% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.7%-7.3pp | 80.7%-9.3pp |
| Annual return | 6.73% | 103.84%-97.1pp | 89.72%-83.0pp | 172.34%-165.6pp |
| Employer contribution / active EE | $1,720 | $4,769-63.9% | $4,268-59.7% | $4,379-60.7% |
| Participant deferral / active EE | $5,238 | $6,350-17.5% | $5,630-7.0% | $6,730-22.2% |
| Admin fee / account holder | $1,145 | $18,654-93.9% | $16,006-92.8% | $14,365-92.0% |