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 | $172,037 | $81,233+111.8% | $155,567+10.6% | $80,874+112.7% |
| Participation rate | 89.5% | 66.2%+23.2pp | 78.2%+11.3pp | 67.6%+21.8pp |
| Annual return | 8.99% | 33.33%-24.3pp | 64.74%-55.7pp | 35.62%-26.6pp |
| Employer contribution / active EE | $2,132 | $3,101-31.2% | $4,674-54.4% | $2,756-22.6% |
| Participant deferral / active EE | $4,705 | $3,452+36.3% | $5,628-16.4% | $4,297+9.5% |
| Admin fee / account holder | $9,686 | $7,998+21.1% | $15,916-39.1% | $6,935+39.7% |