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 | $127,577 | $75,720+68.5% | $90,312+41.3% | $86,983+46.7% |
| Participation rate | 76.7% | 66.3%+10.5pp | 72.9%+3.8pp | 69.5%+7.2pp |
| Annual return | 10.78% | 18.55%-7.8pp | 18.90%-8.1pp | 25.83%-15.1pp |
| Employer contribution / active EE | $3,799 | $1,945+95.3% | $2,243+69.4% | $2,584+47.0% |
| Participant deferral / active EE | $4,321 | $3,001+44.0% | $3,749+15.2% | $4,194+3.0% |
| Admin fee / account holder | $7,466 | $6,201+20.4% | $8,248-9.5% | $7,856-5.0% |