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 | $177,319 | $78,423+126.1% | $95,964+84.8% | $79,856+122.0% |
| Participation rate | 87.5% | 73.5%+14.0pp | 77.1%+10.4pp | 69.6%+17.9pp |
| Annual return | 3.17% | 19.37%-16.2pp | 91.64%-88.5pp | 31.71%-28.5pp |
| Employer contribution / active EE | $1,075 | $1,945-44.7% | $2,541-57.7% | $2,471-56.5% |
| Participant deferral / active EE | $4,925 | $3,440+43.2% | $4,167+18.2% | $3,741+31.7% |
| Admin fee / account holder | $5,802 | $5,622+3.2% | $6,797-14.6% | $5,306+9.3% |