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 | $164,168 | $98,776+66.2% | $149,745+9.6% | $79,856+105.6% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.5%+14.2pp | 69.6%+27.0pp |
| Annual return | 7.84% | 27.38%-19.5pp | 276.72%-268.9pp | 31.71%-23.9pp |
| Employer contribution / active EE | $2,544 | $3,217-20.9% | $4,646-45.2% | $2,471+2.9% |
| Participant deferral / active EE | $4,487 | $5,681-21.0% | $6,843-34.4% | $3,741+19.9% |
| Admin fee / account holder | $6,627 | $6,053+9.5% | $9,312-28.8% | $5,306+24.9% |