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 | $112,307 | $63,809+76.0% | $81,353+38.0% | $80,935+38.8% |
| Participation rate | 71.9% | 63.9%+8.0pp | 69.5%+2.3pp | 67.7%+4.2pp |
| Annual return | 8.54% | 16.37%-7.8pp | 24.82%-16.3pp | 35.66%-27.1pp |
| Employer contribution / active EE | $2,002 | $1,981+1.1% | $2,464-18.8% | $2,757-27.4% |
| Participant deferral / active EE | $6,102 | $3,093+97.3% | $3,885+57.1% | $4,299+41.9% |
| Admin fee / account holder | $18,276 | $5,686+221.4% | $5,766+216.9% | $6,924+163.9% |