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 | $167,493 | $81,504+105.5% | $102,437+63.5% | $80,959+106.9% |
| Participation rate | 86.3% | 66.9%+19.4pp | 74.5%+11.7pp | 67.7%+18.6pp |
| Annual return | 10.26% | 25.60%-15.3pp | 24.95%-14.7pp | 35.67%-25.4pp |
| Employer contribution / active EE | $1,139 | $3,104-63.3% | $3,871-70.6% | $2,757-58.7% |
| Participant deferral / active EE | $5,893 | $3,871+52.2% | $5,060+16.5% | $4,300+37.0% |
| Admin fee / account holder | $11,895 | $6,719+77.0% | $8,388+41.8% | $6,925+71.8% |