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 | $143,918 | $123,155+16.9% | $108,753+32.3% | $155,188-7.3% |
| Participation rate | 80.0% | 75.6%+4.4pp | 71.1%+8.9pp | 80.8%-0.8pp |
| Annual return | 5.20% | 44.73%-39.5pp | 37.47%-32.3pp | 148.84%-143.6pp |
| Employer contribution / active EE | $1,701 | $2,811-39.5% | $2,427-29.9% | $4,248-60.0% |
| Participant deferral / active EE | $3,453 | $4,623-25.3% | $4,115-16.1% | $6,531-47.1% |
| Admin fee / account holder | $64,987 | $12,126+435.9% | $10,320+529.8% | $14,480+348.8% |