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 | $184,217 | $110,410+66.8% | $102,437+79.8% | $145,897+26.3% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 6.45% | 24.85%-18.4pp | 24.95%-18.5pp | 552.29%-545.8pp |
| Employer contribution / active EE | $1,155 | $4,217-72.6% | $3,871-70.2% | $4,663-75.2% |
| Participant deferral / active EE | $7,459 | $5,622+32.7% | $5,060+47.4% | $6,689+11.5% |
| Admin fee / account holder | $7,928 | $9,745-18.6% | $8,388-5.5% | $13,390-40.8% |