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 | $123,603 | $108,825+13.6% | $156,181-20.9% | $82,448+49.9% |
| Participation rate | 91.4% | 72.4%+19.1pp | 78.8%+12.6pp | 68.1%+23.4pp |
| Annual return | 12.18% | 20.59%-8.4pp | 64.87%-52.7pp | 41.64%-29.5pp |
| Employer contribution / active EE | $4,323 | $2,870+50.6% | $4,294+0.7% | $2,551+69.5% |
| Participant deferral / active EE | $13,475 | $4,577+194.4% | $6,132+119.7% | $4,139+225.6% |
| Admin fee / account holder | $18,352 | $9,341+96.5% | $14,586+25.8% | $7,234+153.7% |