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 | $117,823 | $65,395+80.2% | $182,531-35.5% | $72,983+61.4% |
| Participation rate | 93.3% | 65.4%+27.9pp | 78.0%+15.4pp | 69.5%+23.8pp |
| Annual return | 2.69% | 27.68%-25.0pp | 148.57%-145.9pp | 81.01%-78.3pp |
| Employer contribution / active EE | $1,219 | $1,911-36.2% | $4,075-70.1% | $2,440-50.0% |
| Participant deferral / active EE | $6,160 | $3,563+72.9% | $5,525+11.5% | $3,608+70.8% |
| Admin fee / account holder | $2,490 | $4,245-41.3% | $8,593-71.0% | $5,124-51.4% |