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 | $182,687 | $78,197+133.6% | $98,090+86.2% | $82,637+121.1% |
| Participation rate | 73.5% | 77.5%-3.9pp | 81.5%-8.0pp | 68.1%+5.5pp |
| Annual return | 12.08% | 40.25%-28.2pp | 37.05%-25.0pp | 53.51%-41.4pp |
| Employer contribution / active EE | $2,535 | $2,605-2.7% | $3,606-29.7% | $2,552-0.7% |
| Participant deferral / active EE | $8,117 | $6,636+22.3% | $7,845+3.5% | $4,126+96.7% |
| Admin fee / account holder | $5,833 | $14,832-60.7% | $11,815-50.6% | $7,339-20.5% |