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 | $128,813 | $72,492+77.7% | $87,104+47.9% | $72,975+76.5% |
| Participation rate | 88.5% | 72.8%+15.7pp | 76.9%+11.6pp | 69.5%+19.0pp |
| Annual return | 4.87% | 24.46%-19.6pp | 28.19%-23.3pp | 81.01%-76.1pp |
| Employer contribution / active EE | $1,696 | $1,894-10.4% | $2,521-32.7% | $2,440-30.5% |
| Participant deferral / active EE | $3,219 | $3,270-1.5% | $4,048-20.5% | $3,608-10.8% |
| Admin fee / account holder | $7,126 | $5,055+41.0% | $7,491-4.9% | $5,124+39.1% |