Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $140,691 | $77,908+80.6% | $149,696-6.0% | $75,173+87.2% |
| Participation rate | 87.1% | 65.6%+21.5pp | 78.8%+8.3pp | 67.2%+19.9pp |
| Annual return | 13.28% | 31.73%-18.4pp | 134.46%-121.2pp | 160.72%-147.4pp |
| Employer contribution / active EE | $1,792 | $3,138-42.9% | $4,821-62.8% | $2,671-32.9% |
| Participant deferral / active EE | $3,881 | $3,411+13.8% | $5,682-31.7% | $4,126-5.9% |
| Admin fee / account holder | $11,429 | $5,950+92.1% | $13,212-13.5% | $5,651+102.3% |