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 | $180,705 | $114,712+57.5% | $173,730+4.0% | $87,485+106.6% |
| Participation rate | 91.4% | 73.0%+18.4pp | 79.6%+11.9pp | 68.9%+22.5pp |
| Annual return | 10.15% | 20.18%-10.0pp | 19.96%-9.8pp | 26.06%-15.9pp |
| Employer contribution / active EE | $7,143 | $2,904+146.0% | $4,577+56.0% | $2,596+175.1% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,611 | $10,210-64.6% | $17,523-79.4% | $7,775-53.6% |