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 | $130,896 | $209,336-37.5% | $197,124-33.6% | $137,256-4.6% |
| Participation rate | 86.4% | 87.3%-0.9pp | 86.7%-0.4pp | 80.0%+6.4pp |
| Annual return | 11.20% | 48.09%-36.9pp | 44.34%-33.1pp | 220.34%-209.1pp |
| Employer contribution / active EE | $3,204 | $6,591-51.4% | $6,227-48.6% | $4,156-22.9% |
| Participant deferral / active EE | $3,851 | $9,614-59.9% | $9,135-57.8% | $6,407-39.9% |
| Admin fee / account holder | $14,292 | $17,308-17.4% | $16,298-12.3% | $12,270+16.5% |