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 | $158,446 | $91,559+73.1% | $133,971+18.3% | $79,852+98.4% |
| Participation rate | 76.0% | 73.3%+2.7pp | 79.8%-3.8pp | 69.6%+6.4pp |
| Annual return | 9.59% | 61.85%-52.3pp | 45.09%-35.5pp | 31.72%-22.1pp |
| Employer contribution / active EE | $2,386 | $2,384+0.1% | $3,919-39.1% | $2,471-3.4% |
| Participant deferral / active EE | $4,471 | $3,734+19.7% | $5,047-11.4% | $3,740+19.5% |
| Admin fee / account holder | $8,050 | $6,321+27.4% | $8,929-9.8% | $5,306+51.7% |