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 | $117,763 | $201,370-41.5% | $184,256-36.1% | $145,897-19.3% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 5.44% | 29.05%-23.6pp | 28.85%-23.4pp | 552.29%-546.9pp |
| Employer contribution / active EE | $1,791 | $7,024-74.5% | $6,427-72.1% | $4,663-61.6% |
| Participant deferral / active EE | $10,946 | $9,808+11.6% | $9,133+19.9% | $6,689+63.6% |
| Admin fee / account holder | $8,156 | $16,364-50.2% | $13,899-41.3% | $13,390-39.1% |