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 | $186,435 | $67,602+175.8% | $82,312+126.5% | $70,126+165.9% |
| Participation rate | 86.7% | 72.8%+13.9pp | 76.9%+9.8pp | 69.5%+17.1pp |
| Annual return | 11.95% | 21.57%-9.6pp | 25.88%-13.9pp | 73.15%-61.2pp |
| Employer contribution / active EE | $2,754 | $1,755+56.9% | $2,428+13.4% | $2,343+17.6% |
| Participant deferral / active EE | $3,181 | $2,987+6.5% | $3,706-14.2% | $3,332-4.5% |
| Admin fee / account holder | $16,999 | $4,512+276.8% | $5,608+203.1% | $4,645+265.9% |