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 | $182,596 | $81,403+124.3% | $147,027+24.2% | $87,485+108.7% |
| Participation rate | 92.6% | 63.4%+29.2pp | 73.7%+18.8pp | 68.9%+23.7pp |
| Annual return | 9.10% | 16.51%-7.4pp | 20.23%-11.1pp | 26.06%-17.0pp |
| Employer contribution / active EE | $2,936 | $2,205+33.1% | $3,626-19.0% | $2,596+13.1% |
| Participant deferral / active EE | $4,688 | $3,315+41.4% | $4,933-5.0% | $4,274+9.7% |
| Admin fee / account holder | $15,160 | $6,755+124.4% | $12,223+24.0% | $7,775+95.0% |