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 | $173,851 | $91,037+91.0% | $71,671+142.6% | $147,586+17.8% |
| Participation rate | 88.9% | 76.1%+12.8pp | 68.7%+20.1pp | 82.8%+6.1pp |
| Annual return | 2.98% | 20.48%-17.5pp | 20.65%-17.7pp | 578.59%-575.6pp |
| Employer contribution / active EE | $2,963 | $3,327-10.9% | $2,460+20.5% | $4,876-39.2% |
| Participant deferral / active EE | $5,338 | $4,498+18.7% | $3,438+55.3% | $5,439-1.9% |
| Admin fee / account holder | $2,064 | $8,613-76.0% | $5,558-62.9% | $10,886-81.0% |