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 | $187,636 | $86,949+115.8% | $102,460+83.1% | $80,959+131.8% |
| Participation rate | 82.1% | 72.4%+9.8pp | 76.5%+5.6pp | 67.7%+14.5pp |
| Annual return | 9.36% | 18.89%-9.5pp | 29.47%-20.1pp | 35.67%-26.3pp |
| Employer contribution / active EE | $1,835 | $2,370-22.6% | $3,025-39.3% | $2,757-33.4% |
| Participant deferral / active EE | $5,704 | $4,121+38.4% | $5,056+12.8% | $4,300+32.7% |
| Admin fee / account holder | $51,213 | $8,048+536.4% | $9,460+441.4% | $6,925+639.5% |