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 | $148,240 | $124,425+19.1% | $112,040+32.3% | $137,256+8.0% |
| Participation rate | 95.8% | 79.3%+16.5pp | 76.5%+19.3pp | 80.0%+15.9pp |
| Annual return | 8.76% | 24.72%-16.0pp | 24.52%-15.8pp | 220.34%-211.6pp |
| Employer contribution / active EE | $9,057 | $3,411+165.5% | $2,954+206.6% | $4,156+117.9% |
| Participant deferral / active EE | $4,895 | $5,718-14.4% | $5,098-4.0% | $6,407-23.6% |
| Admin fee / account holder | $9,724 | $15,207-36.1% | $12,098-19.6% | $12,270-20.8% |