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 | $138,289 | $114,712+20.6% | $173,730-20.4% | $87,485+58.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 6.80% | 20.18%-13.4pp | 19.96%-13.2pp | 26.06%-19.3pp |
| Employer contribution / active EE | $2,456 | $2,904-15.4% | $4,577-46.3% | $2,596-5.4% |
| Participant deferral / active EE | $5,915 | $4,642+27.4% | $6,326-6.5% | $4,274+38.4% |
| Admin fee / account holder | $7,860 | $10,210-23.0% | $17,523-55.1% | $7,775+1.1% |