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 | $144,121 | $108,825+32.4% | $156,181-7.7% | $82,448+74.8% |
| Participation rate | 80.0% | 72.4%+7.6pp | 78.8%+1.2pp | 68.1%+11.9pp |
| Annual return | 9.83% | 20.59%-10.8pp | 64.87%-55.0pp | 41.64%-31.8pp |
| Employer contribution / active EE | $3,717 | $2,870+29.5% | $4,294-13.4% | $2,551+45.7% |
| Participant deferral / active EE | $7,164 | $4,577+56.5% | $6,132+16.8% | $4,139+73.1% |
| Admin fee / account holder | $28,193 | $9,341+201.8% | $14,586+93.3% | $7,234+289.7% |