Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $129,568 | $80,992+60.0% | $96,534+34.2% | $75,173+72.4% |
| Participation rate | 89.6% | 71.8%+17.8pp | 76.0%+13.6pp | 67.2%+22.4pp |
| Annual return | 8.08% | 27.05%-19.0pp | 25.88%-17.8pp | 160.72%-152.6pp |
| Employer contribution / active EE | $7,199 | $2,283+215.4% | $2,965+142.7% | $2,671+169.5% |
| Participant deferral / active EE | $2,873 | $3,929-26.9% | $4,851-40.8% | $4,126-30.4% |
| Admin fee / account holder | $15,558 | $6,717+131.6% | $8,253+88.5% | $5,651+175.3% |