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 | $160,396 | $95,453+68.0% | $112,040+43.2% | $82,448+94.5% |
| Participation rate | 93.6% | 72.8%+20.9pp | 76.5%+17.1pp | 68.1%+25.5pp |
| Annual return | 10.07% | 23.92%-13.8pp | 24.52%-14.4pp | 41.64%-31.6pp |
| Employer contribution / active EE | $1,279 | $2,318-44.8% | $2,954-56.7% | $2,551-49.9% |
| Participant deferral / active EE | $4,512 | $4,224+6.8% | $5,098-11.5% | $4,139+9.0% |
| Admin fee / account holder | $12,633 | $9,013+40.2% | $12,098+4.4% | $7,234+74.6% |