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 | $137,120 | $125,797+9.0% | $170,043-19.4% | $75,173+82.4% |
| Participation rate | 80.6% | 83.6%-3.0pp | 87.0%-6.4pp | 67.2%+13.4pp |
| Annual return | 13.18% | 27.20%-14.0pp | 53.40%-40.2pp | 160.72%-147.5pp |
| Employer contribution / active EE | $2,571 | $4,616-44.3% | $6,790-62.1% | $2,671-3.7% |
| Participant deferral / active EE | $7,832 | $6,838+14.5% | $10,410-24.8% | $4,126+89.8% |
| Admin fee / account holder | $1,669 | $8,177-79.6% | $12,824-87.0% | $5,651-70.5% |