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 | $123,831 | $117,426+5.5% | $99,470+24.5% | $152,885-19.0% |
| Participation rate | 95.2% | 77.5%+17.7pp | 73.8%+21.4pp | 82.5%+12.8pp |
| Annual return | 1.90% | 31.87%-30.0pp | 30.72%-28.8pp | 345.39%-343.5pp |
| Employer contribution / active EE | $2,304 | $3,014-23.5% | $2,540-9.3% | $4,763-51.6% |
| Participant deferral / active EE | $4,191 | $4,086+2.6% | $3,619+15.8% | $5,851-28.4% |
| Admin fee / account holder | $575 | $7,634-92.5% | $6,252-90.8% | $11,598-95.0% |