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 | $136,465 | $86,949+56.9% | $102,460+33.2% | $80,959+68.6% |
| Participation rate | 74.3% | 72.4%+1.9pp | 76.5%-2.2pp | 67.7%+6.6pp |
| Annual return | 8.03% | 18.89%-10.9pp | 29.47%-21.4pp | 35.67%-27.6pp |
| Employer contribution / active EE | $4,377 | $2,370+84.7% | $3,025+44.7% | $2,757+58.8% |
| Participant deferral / active EE | $8,339 | $4,121+102.3% | $5,056+64.9% | $4,300+93.9% |
| Admin fee / account holder | $5,434 | $8,048-32.5% | $9,460-42.6% | $6,925-21.5% |