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 | $125,578 | $106,749+17.6% | $145,433-13.7% | $82,448+52.3% |
| Participation rate | 80.5% | 75.6%+4.8pp | 82.1%-1.6pp | 68.1%+12.4pp |
| Annual return | 11.97% | 27.59%-15.6pp | 66.58%-54.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,280 | $3,444-62.9% | $4,554-71.9% | $2,551-49.8% |
| Participant deferral / active EE | $9,650 | $6,519+48.0% | $7,897+22.2% | $4,139+133.1% |
| Admin fee / account holder | $3,558 | $8,390-57.6% | $13,129-72.9% | $7,234-50.8% |