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 | $169,142 | $182,442-7.3% | $163,379+3.5% | $138,895+21.8% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.8%+12.1pp | 79.9%+9.0pp |
| Annual return | 10.15% | 72.74%-62.6pp | 63.41%-53.3pp | 145.39%-135.2pp |
| Employer contribution / active EE | $2,546 | $4,159-38.8% | $3,752-32.1% | $4,194-39.3% |
| Participant deferral / active EE | $3,127 | $6,817-54.1% | $6,282-50.2% | $6,396-51.1% |
| Admin fee / account holder | $30,332 | $10,396+191.8% | $9,818+209.0% | $12,562+141.5% |