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 | $171,271 | $94,031+82.1% | $115,768+47.9% | $82,448+107.7% |
| Participation rate | 97.1% | 70.4%+26.7pp | 74.4%+22.7pp | 68.1%+29.1pp |
| Annual return | 11.81% | 20.61%-8.8pp | 100.46%-88.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,806 | $2,323-22.3% | $2,940-38.6% | $2,551-29.2% |
| Participant deferral / active EE | $8,781 | $3,972+121.1% | $4,917+78.6% | $4,139+112.1% |
| Admin fee / account holder | $13,983 | $10,249+36.4% | $12,439+12.4% | $7,234+93.3% |