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 | $174,789 | $78,197+123.5% | $98,090+78.2% | $82,637+111.5% |
| Participation rate | 73.7% | 77.5%-3.8pp | 81.5%-7.9pp | 68.1%+5.6pp |
| Annual return | 14.35% | 40.25%-25.9pp | 37.05%-22.7pp | 53.51%-39.2pp |
| Employer contribution / active EE | $2,488 | $2,605-4.5% | $3,606-31.0% | $2,552-2.5% |
| Participant deferral / active EE | $6,652 | $6,636+0.2% | $7,845-15.2% | $4,126+61.2% |
| Admin fee / account holder | $4,314 | $14,832-70.9% | $11,815-63.5% | $7,339-41.2% |