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 | $171,893 | $124,425+38.1% | $112,040+53.4% | $137,256+25.2% |
| Participation rate | 76.2% | 79.3%-3.1pp | 76.5%-0.3pp | 80.0%-3.8pp |
| Annual return | 8.35% | 24.72%-16.4pp | 24.52%-16.2pp | 220.34%-212.0pp |
| Employer contribution / active EE | $1,446 | $3,411-57.6% | $2,954-51.0% | $4,156-65.2% |
| Participant deferral / active EE | $2,451 | $5,718-57.1% | $5,098-51.9% | $6,407-61.7% |
| Admin fee / account holder | $1,583 | $15,207-89.6% | $12,098-86.9% | $12,270-87.1% |