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 | $147,421 | $86,294+70.8% | $111,303+32.4% | $85,856+71.7% |
| Participation rate | 73.9% | 73.3%+0.6pp | 77.3%-3.4pp | 69.3%+4.6pp |
| Annual return | 3.92% | 19.99%-16.1pp | 54.66%-50.7pp | 318.58%-314.7pp |
| Employer contribution / active EE | $912 | $2,043-55.4% | $2,731-66.6% | $2,565-64.5% |
| Participant deferral / active EE | $4,379 | $3,641+20.3% | $4,487-2.4% | $3,952+10.8% |
| Admin fee / account holder | $29,484 | $8,189+260.0% | $7,966+270.1% | $6,261+370.9% |