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 | $155,860 | $110,379+41.2% | $102,412+52.2% | $145,884+6.8% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 9.01% | 24.84%-15.8pp | 24.94%-15.9pp | 551.85%-542.8pp |
| Employer contribution / active EE | $2,141 | $4,216-49.2% | $3,870-44.7% | $4,662-54.1% |
| Participant deferral / active EE | $7,829 | $5,622+39.3% | $5,060+54.7% | $6,690+17.0% |
| Admin fee / account holder | $18,851 | $9,745+93.4% | $8,388+124.7% | $13,392+40.8% |