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 | $111,895 | $57,541+94.5% | $95,740+16.9% | $75,173+48.8% |
| Participation rate | 91.7% | 62.5%+29.2pp | 72.3%+19.4pp | 67.2%+24.5pp |
| Annual return | 13.43% | 34.93%-21.5pp | 28.41%-15.0pp | 160.72%-147.3pp |
| Employer contribution / active EE | $1,185 | $1,808-34.4% | $2,836-58.2% | $2,671-55.6% |
| Participant deferral / active EE | $5,442 | $3,074+77.0% | $4,244+28.2% | $4,126+31.9% |
| Admin fee / account holder | $5,309 | $4,099+29.5% | $5,676-6.5% | $5,651-6.0% |