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 | $129,739 | $106,280+22.1% | $96,538+34.4% | $139,487-7.0% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 8.95% | 38.48%-29.5pp | 35.74%-26.8pp | 373.84%-364.9pp |
| Employer contribution / active EE | $1,309 | $4,107-68.1% | $3,740-65.0% | $4,755-72.5% |
| Participant deferral / active EE | $6,336 | $5,457+16.1% | $4,880+29.8% | $6,713-5.6% |
| Admin fee / account holder | $13,171 | $7,888+67.0% | $6,737+95.5% | $11,407+15.5% |