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 | $137,175 | $76,371+79.6% | $93,621+46.5% | $72,976+88.0% |
| Participation rate | 77.8% | 71.8%+6.0pp | 75.8%+1.9pp | 69.5%+8.3pp |
| Annual return | 3.05% | 25.82%-22.8pp | 32.76%-29.7pp | 81.02%-78.0pp |
| Employer contribution / active EE | $2,789 | $2,276+22.6% | $2,719+2.6% | $2,440+14.3% |
| Participant deferral / active EE | $6,877 | $3,538+94.3% | $4,070+69.0% | $3,608+90.6% |
| Admin fee / account holder | $2,705 | $6,839-60.4% | $7,890-65.7% | $5,124-47.2% |