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 | $237,150 | $199,109+19.1% | $173,730+36.5% | $154,746+53.3% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.6%+3.8pp | 80.7%+2.6pp |
| Annual return | 4.28% | 20.02%-15.7pp | 19.96%-15.7pp | 172.34%-168.1pp |
| Employer contribution / active EE | $1,992 | $5,311-62.5% | $4,577-56.5% | $4,379-54.5% |
| Participant deferral / active EE | $7,539 | $7,113+6.0% | $6,326+19.2% | $6,730+12.0% |
| Admin fee / account holder | $661 | $20,916-96.8% | $17,523-96.2% | $14,365-95.4% |