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 | $149,471 | $117,895+26.8% | $102,460+45.9% | $145,897+2.4% |
| Participation rate | 73.9% | 78.6%-4.7pp | 76.5%-2.6pp | 80.3%-6.4pp |
| Annual return | 5.64% | 31.92%-26.3pp | 29.47%-23.8pp | 552.29%-546.7pp |
| Employer contribution / active EE | $3,870 | $3,619+6.9% | $3,025+27.9% | $4,663-17.0% |
| Participant deferral / active EE | $5,508 | $5,736-4.0% | $5,056+8.9% | $6,689-17.7% |
| Admin fee / account holder | $20,385 | $13,353+52.7% | $9,460+115.5% | $13,390+52.2% |