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 | $186,500 | $76,371+144.2% | $93,621+99.2% | $72,976+155.6% |
| Participation rate | 93.8% | 71.8%+22.1pp | 75.8%+18.0pp | 69.5%+24.4pp |
| Annual return | 6.17% | 25.82%-19.6pp | 32.76%-26.6pp | 81.02%-74.8pp |
| Employer contribution / active EE | $9,524 | $2,276+318.5% | $2,719+250.3% | $2,440+290.3% |
| Participant deferral / active EE | $7,202 | $3,538+103.5% | $4,070+77.0% | $3,608+99.6% |
| Admin fee / account holder | $9,155 | $6,839+33.9% | $7,890+16.0% | $5,124+78.7% |