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 | $191,647 | $136,860+40.0% | $120,344+59.2% | $154,746+23.8% |
| Participation rate | 83.3% | 79.9%+3.4pp | 76.7%+6.6pp | 80.7%+2.6pp |
| Annual return | 6.68% | 21.38%-14.7pp | 20.30%-13.6pp | 172.34%-165.7pp |
| Employer contribution / active EE | $2,096 | $3,533-40.7% | $3,020-30.6% | $4,379-52.1% |
| Participant deferral / active EE | $3,828 | $5,793-33.9% | $5,135-25.5% | $6,730-43.1% |
| Admin fee / account holder | $2,249 | $15,393-85.4% | $12,742-82.3% | $14,365-84.3% |