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 | $132,053 | $115,931+13.9% | $185,441-28.8% | $86,983+51.8% |
| Participation rate | 94.3% | 73.6%+20.7pp | 80.3%+14.0pp | 69.5%+24.7pp |
| Annual return | 8.81% | 21.47%-12.7pp | 20.16%-11.4pp | 25.83%-17.0pp |
| Employer contribution / active EE | $13,939 | $2,937+374.6% | $4,672+198.3% | $2,584+439.3% |
| Participant deferral / active EE | $2,862 | $4,551-37.1% | $6,152-53.5% | $4,194-31.8% |
| Admin fee / account holder | $10,760 | $10,687+0.7% | $17,890-39.9% | $7,856+37.0% |