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 | $110,137+65.7% | $161,149+13.3% | $82,637+120.9% |
| Participation rate | 91.8% | 72.4%+19.5pp | 78.8%+13.0pp | 68.1%+23.8pp |
| Annual return | 4.02% | 20.69%-16.7pp | 21.16%-17.1pp | 53.51%-49.5pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,245 | $4,575+36.5% | $6,153+1.5% | $4,126+51.4% |
| Admin fee / account holder | $11,865 | $9,467+25.3% | $15,194-21.9% | $7,339+61.7% |