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 | $182,521 | $114,712+59.1% | $173,730+5.1% | $87,485+108.6% |
| Participation rate | 91.8% | 73.0%+18.8pp | 79.6%+12.3pp | 68.9%+22.9pp |
| Annual return | 4.02% | 20.18%-16.2pp | 19.96%-15.9pp | 26.06%-22.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,245 | $4,642+34.5% | $6,326-1.3% | $4,274+46.1% |
| Admin fee / account holder | $11,865 | $10,210+16.2% | $17,523-32.3% | $7,775+52.6% |