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 | $124,927 | $93,345+33.8% | $119,126+4.9% | $87,485+42.8% |
| Participation rate | 81.6% | 68.7%+12.9pp | 75.8%+5.9pp | 68.9%+12.7pp |
| Annual return | 11.91% | 19.08%-7.2pp | 282.11%-270.2pp | 26.06%-14.2pp |
| Employer contribution / active EE | $2,239 | $3,172-29.4% | $4,034-44.5% | $2,596-13.8% |
| Participant deferral / active EE | $3,908 | $4,099-4.7% | $5,318-26.5% | $4,274-8.6% |
| Admin fee / account holder | $10,666 | $8,039+32.7% | $10,693-0.3% | $7,775+37.2% |