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 | $183,752 | $73,787+149.0% | $98,716+86.1% | $82,448+122.9% |
| Participation rate | 83.3% | 61.4%+21.9pp | 69.3%+14.0pp | 68.1%+15.3pp |
| Annual return | 10.07% | 18.57%-8.5pp | 31.81%-21.7pp | 41.64%-31.6pp |
| Employer contribution / active EE | $5,781 | $1,511+282.5% | $2,279+153.7% | $2,551+126.6% |
| Participant deferral / active EE | $3,456 | $3,081+12.2% | $4,048-14.6% | $4,139-16.5% |
| Admin fee / account holder | $3,546 | $6,500-45.4% | $8,703-59.3% | $7,234-51.0% |