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 | $124,491 | $81,487+52.8% | $102,412+21.6% | $80,935+53.8% |
| Participation rate | 75.0% | 66.8%+8.2pp | 74.5%+0.5pp | 67.7%+7.3pp |
| Annual return | 10.34% | 25.60%-15.3pp | 24.94%-14.6pp | 35.66%-25.3pp |
| Employer contribution / active EE | $1,758 | $3,103-43.3% | $3,870-54.6% | $2,757-36.2% |
| Participant deferral / active EE | $4,931 | $3,871+27.4% | $5,060-2.5% | $4,299+14.7% |
| Admin fee / account holder | $341 | $6,717-94.9% | $8,388-95.9% | $6,924-95.1% |