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 | $170,394 | $106,749+59.6% | $145,433+17.2% | $82,448+106.7% |
| Participation rate | 87.9% | 75.6%+12.2pp | 82.1%+5.8pp | 68.1%+19.8pp |
| Annual return | 14.00% | 27.59%-13.6pp | 66.58%-52.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $3,644 | $3,444+5.8% | $4,554-20.0% | $2,551+42.8% |
| Participant deferral / active EE | $6,378 | $6,519-2.1% | $7,897-19.2% | $4,139+54.1% |
| Admin fee / account holder | $19,052 | $8,390+127.1% | $13,129+45.1% | $7,234+163.4% |