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 | $164,772 | $124,980+31.8% | $108,359+52.1% | $154,746+6.5% |
| Participation rate | 90.5% | 75.2%+15.3pp | 70.1%+20.4pp | 80.7%+9.8pp |
| Annual return | 5.05% | 45.00%-39.9pp | 36.89%-31.8pp | 172.34%-167.3pp |
| Employer contribution / active EE | $1,190 | $2,851-58.2% | $2,399-50.4% | $4,379-72.8% |
| Participant deferral / active EE | $1,803 | $4,743-62.0% | $4,137-56.4% | $6,730-73.2% |
| Admin fee / account holder | $5,134 | $11,502-55.4% | $9,741-47.3% | $14,365-64.3% |