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 | $118,468 | $95,453+24.1% | $112,040+5.7% | $82,448+43.7% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.5%+11.0pp | 68.1%+19.4pp |
| Annual return | 11.88% | 23.92%-12.0pp | 24.52%-12.6pp | 41.64%-29.8pp |
| Employer contribution / active EE | $4,808 | $2,318+107.4% | $2,954+62.8% | $2,551+88.5% |
| Participant deferral / active EE | $4,019 | $4,224-4.8% | $5,098-21.2% | $4,139-2.9% |
| Admin fee / account holder | $29,489 | $9,013+227.2% | $12,098+143.8% | $7,234+307.6% |