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 | $147,362 | $87,106+69.2% | $105,607+39.5% | $80,935+82.1% |
| Participation rate | 96.3% | 70.4%+25.9pp | 75.3%+21.0pp | 67.7%+28.6pp |
| Annual return | 7.46% | 17.01%-9.5pp | 116.11%-108.6pp | 35.66%-28.2pp |
| Employer contribution / active EE | $3,314 | $2,396+38.3% | $3,167+4.6% | $2,757+20.2% |
| Participant deferral / active EE | $8,977 | $3,986+125.2% | $5,011+79.1% | $4,299+108.8% |
| Admin fee / account holder | $14,078 | $8,447+66.7% | $10,958+28.5% | $6,924+103.3% |