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 | $143,835 | $114,712+25.4% | $173,730-17.2% | $87,485+64.4% |
| Participation rate | 72.4% | 73.0%-0.6pp | 79.6%-7.2pp | 68.9%+3.5pp |
| Annual return | 6.54% | 20.18%-13.6pp | 19.96%-13.4pp | 26.06%-19.5pp |
| Employer contribution / active EE | $4,132 | $2,904+42.3% | $4,577-9.7% | $2,596+59.1% |
| Participant deferral / active EE | $7,178 | $4,642+54.6% | $6,326+13.5% | $4,274+68.0% |
| Admin fee / account holder | $29,669 | $10,210+190.6% | $17,523+69.3% | $7,775+281.6% |