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 | $183,440 | $138,385+32.6% | $184,243-0.4% | $80,925+126.7% |
| Participation rate | 94.3% | 83.9%+10.4pp | 86.8%+7.5pp | 67.7%+26.6pp |
| Annual return | 10.43% | 20.02%-9.6pp | 28.82%-18.4pp | 35.65%-25.2pp |
| Employer contribution / active EE | $4,153 | $4,851-14.4% | $6,427-35.4% | $2,756+50.7% |
| Participant deferral / active EE | $8,874 | $7,075+25.4% | $9,132-2.8% | $4,299+106.4% |
| Admin fee / account holder | $2,704 | $10,489-74.2% | $13,914-80.6% | $6,940-61.0% |